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 | $66,391 | $99,341-33.2% | $84,750-21.7% | $273,961-75.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.84% | 22.93%-21.1pp | 22.78%-20.9pp | 41.45%-39.6pp |
| Employer contribution / active EE | $831 | $4,214-80.3% | $3,574-76.8% | $4,869-82.9% |
| Participant deferral / active EE | $2,938 | $4,269-31.2% | $3,712-20.8% | $5,287-44.4% |
| Admin fee / account holder | $2,094 | $6,644-68.5% | $5,332-60.7% | $10,132-79.3% |