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 | $60,071 | $73,933-18.7% | $96,683-37.9% | $75,163-20.1% |
| Participation rate | 97.4% | 66.4%+31.0pp | 74.3%+23.1pp | 67.2%+30.2pp |
| Annual return | 9.12% | 26.70%-17.6pp | 35.69%-26.6pp | 160.62%-151.5pp |
| Employer contribution / active EE | $1,778 | $2,928-39.3% | $3,737-52.4% | $2,670-33.4% |
| Participant deferral / active EE | $4,608 | $3,659+25.9% | $4,878-5.5% | $4,125+11.7% |
| Admin fee / account holder | $1,304 | $5,216-75.0% | $6,730-80.6% | $5,651-76.9% |