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 | $70,891 | $95,803-26.0% | $113,168-37.4% | $84,808-16.4% |
| Participation rate | 78.0% | 72.9%+5.2pp | 76.6%+1.5pp | 68.3%+9.7pp |
| Annual return | 12.14% | 25.00%-12.9pp | 24.27%-12.1pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,257 | $2,360-46.7% | $2,975-57.8% | $2,631-52.2% |
| Participant deferral / active EE | $3,205 | $4,242-24.4% | $5,107-37.2% | $4,212-23.9% |
| Admin fee / account holder | $1,136 | $8,989-87.4% | $12,068-90.6% | $7,344-84.5% |