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 | $72,309 | $109,413-33.9% | $156,263-53.7% | $84,808-14.7% |
| Participation rate | 70.0% | 72.7%-2.7pp | 78.9%-8.9pp | 68.3%+1.7pp |
| Annual return | 8.00% | 20.18%-12.2pp | 59.47%-51.5pp | 40.90%-32.9pp |
| Employer contribution / active EE | $1,751 | $2,907-39.8% | $4,333-59.6% | $2,631-33.5% |
| Participant deferral / active EE | $3,577 | $4,590-22.1% | $6,158-41.9% | $4,212-15.1% |
| Admin fee / account holder | $2,663 | $9,357-71.5% | $14,255-81.3% | $7,344-63.7% |