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 | $67,322 | $65,365+3.0% | $92,893-27.5% | $72,985-7.8% |
| Participation rate | 98.4% | 68.3%+30.1pp | 76.0%+22.4pp | 69.5%+29.0pp |
| Annual return | 4.69% | 42.10%-37.4pp | 109.41%-104.7pp | 81.00%-76.3pp |
| Employer contribution / active EE | $3,059 | $2,594+17.9% | $3,653-16.2% | $2,440+25.4% |
| Participant deferral / active EE | $2,556 | $3,128-18.3% | $4,236-39.7% | $3,607-29.1% |
| Admin fee / account holder | $6,968 | $4,251+63.9% | $5,794+20.3% | $5,124+36.0% |