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 | $63,263 | $65,365-3.2% | $92,893-31.9% | $72,985-13.3% |
| Participation rate | 80.6% | 68.3%+12.2pp | 76.0%+4.6pp | 69.5%+11.1pp |
| Annual return | 3.69% | 42.10%-38.4pp | 109.41%-105.7pp | 81.00%-77.3pp |
| Employer contribution / active EE | $2,434 | $2,594-6.2% | $3,653-33.4% | $2,440-0.2% |
| Participant deferral / active EE | $5,849 | $3,128+87.0% | $4,236+38.1% | $3,607+62.1% |
| Admin fee / account holder | $1,980 | $4,251-53.4% | $5,794-65.8% | $5,124-61.4% |