See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,719 | $68,719-52.4% | $91,541-64.3% | $84,808-61.4% |
| Participation rate | 90.0% | 64.5%+25.5pp | 69.8%+20.2pp | 68.3%+21.7pp |
| Annual return | 12.64% | 19.12%-6.5pp | 20.50%-7.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $6,039 | $1,920+214.6% | $2,505+141.1% | $2,631+129.5% |
| Participant deferral / active EE | $3,770 | $3,136+20.2% | $4,008-5.9% | $4,212-10.5% |
| Admin fee / account holder | $5,268 | $5,786-9.0% | $6,956-24.3% | $7,344-28.3% |