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 | $61,191 | $62,573-2.2% | $85,682-28.6% | $85,850-28.7% |
| Participation rate | 85.7% | 61.1%+24.6pp | 69.9%+15.9pp | 69.3%+16.4pp |
| Annual return | 10.78% | 23.77%-13.0pp | 21.49%-10.7pp | 318.53%-307.8pp |
| Employer contribution / active EE | $6,708 | $1,757+281.8% | $2,618+156.2% | $2,565+161.5% |
| Participant deferral / active EE | $1,676 | $2,802-40.2% | $3,923-57.3% | $3,952-57.6% |
| Admin fee / account holder | $2,121 | $4,640-54.3% | $6,873-69.1% | $6,260-66.1% |