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 | $64,488 | $69,515-7.2% | $86,874-25.8% | $85,850-24.9% |
| Participation rate | 74.2% | 66.3%+7.9pp | 71.6%+2.6pp | 69.3%+4.9pp |
| Annual return | 10.06% | 20.12%-10.1pp | 63.52%-53.5pp | 318.53%-308.5pp |
| Employer contribution / active EE | $822 | $1,880-56.3% | $2,495-67.1% | $2,565-68.0% |
| Participant deferral / active EE | $1,657 | $2,919-43.2% | $3,699-55.2% | $3,952-58.1% |
| Admin fee / account holder | $985 | $5,972-83.5% | $5,828-83.1% | $6,260-84.3% |