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 7-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 | $62,382 | $185,822-66.4% | $169,993-63.3% | $139,434-55.3% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 6.57% | 60.50%-53.9pp | 53.37%-46.8pp | 372.94%-366.4pp |
| Employer contribution / active EE | $4,073 | $7,590-46.3% | $6,785-40.0% | $4,751-14.3% |
| Participant deferral / active EE | $3,743 | $11,622-67.8% | $10,408-64.0% | $6,710-44.2% |
| Admin fee / account holder | $2,706 | $15,381-82.4% | $12,815-78.9% | $11,403-76.3% |