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 | $72,814 | $148,978-51.1% | $200,582-63.7% | $84,808-14.1% |
| Participation rate | 84.0% | 84.2%-0.2pp | 86.9%-2.9pp | 68.3%+15.7pp |
| Annual return | 9.52% | 28.16%-18.6pp | 42.33%-32.8pp | 40.90%-31.4pp |
| Employer contribution / active EE | $2,391 | $4,815-50.4% | $6,419-62.8% | $2,631-9.1% |
| Participant deferral / active EE | $4,377 | $7,142-38.7% | $9,331-53.1% | $4,212+3.9% |
| Admin fee / account holder | $922 | $13,977-93.4% | $16,305-94.3% | $7,344-87.4% |