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 | $68,453 | $74,927-8.6% | $101,794-32.8% | $84,808-19.3% |
| Participation rate | 76.9% | 61.4%+15.5pp | 69.2%+7.7pp | 68.3%+8.6pp |
| Annual return | 11.74% | 18.70%-7.0pp | 30.53%-18.8pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,886 | $1,522+23.9% | $2,289-17.6% | $2,631-28.3% |
| Participant deferral / active EE | $3,203 | $3,099+3.4% | $4,084-21.6% | $4,212-23.9% |
| Admin fee / account holder | $2,653 | $6,514-59.3% | $8,777-69.8% | $7,344-63.9% |