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 | $62,159 | $73,933-15.9% | $96,683-35.7% | $75,163-17.3% |
| Participation rate | 80.6% | 66.4%+14.1pp | 74.3%+6.2pp | 67.2%+13.4pp |
| Annual return | 9.31% | 26.70%-17.4pp | 35.69%-26.4pp | 160.62%-151.3pp |
| Employer contribution / active EE | $1,090 | $2,928-62.8% | $3,737-70.8% | $2,670-59.2% |
| Participant deferral / active EE | $2,814 | $3,659-23.1% | $4,878-42.3% | $4,125-31.8% |
| Admin fee / account holder | $12,122 | $5,216+132.4% | $6,730+80.1% | $5,651+114.5% |