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 9-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 | $57,560 | $63,355-9.1% | $91,989-37.4% | $72,985-21.1% |
| Participation rate | 89.5% | 72.5%+17.0pp | 78.6%+10.8pp | 69.5%+20.0pp |
| Annual return | 3.23% | 35.35%-32.1pp | 69.02%-65.8pp | 81.00%-77.8pp |
| Employer contribution / active EE | $2,495 | $2,116+17.9% | $3,452-27.7% | $2,440+2.2% |
| Participant deferral / active EE | $3,128 | $4,883-35.9% | $5,923-47.2% | $3,607-13.3% |
| Admin fee / account holder | $4,571 | $4,668-2.1% | $7,743-41.0% | $5,124-10.8% |