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 | $63,711 | $83,477-23.7% | $125,175-49.1% | $72,985-12.7% |
| Participation rate | 77.8% | 73.3%+4.5pp | 79.8%-2.0pp | 69.5%+8.3pp |
| Annual return | 16.25% | 25.78%-9.5pp | 43.79%-27.5pp | 81.00%-64.7pp |
| Employer contribution / active EE | $577 | $2,345-75.4% | $3,865-85.1% | $2,440-76.3% |
| Participant deferral / active EE | $2,321 | $3,585-35.3% | $4,937-53.0% | $3,607-35.6% |
| Admin fee / account holder | $354 | $5,517-93.6% | $9,702-96.4% | $5,124-93.1% |