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 | $92,182 | $123,793-25.5% | $177,821-48.2% | $79,858+15.4% |
| Participation rate | 93.3% | 84.7%+8.7pp | 87.7%+5.6pp | 69.6%+23.7pp |
| Annual return | 6.23% | 22.82%-16.6pp | 48.32%-42.1pp | 31.71%-25.5pp |
| Employer contribution / active EE | $1,499 | $4,095-63.4% | $5,918-74.7% | $2,471-39.3% |
| Participant deferral / active EE | $3,577 | $5,956-39.9% | $7,714-53.6% | $3,740-4.4% |
| Admin fee / account holder | $2,324 | $7,243-67.9% | $12,427-81.3% | $5,306-56.2% |