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 | $62,528 | $177,572-64.8% | $154,803-59.6% | $142,382-56.1% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 8.57% | 65.07%-56.5pp | 58.88%-50.3pp | 217.08%-208.5pp |
| Employer contribution / active EE | $1,271 | $4,810-73.6% | $4,305-70.5% | $4,299-70.4% |
| Participant deferral / active EE | $5,085 | $6,272-18.9% | $5,540-8.2% | $6,507-21.9% |
| Admin fee / account holder | $3,482 | $16,786-79.3% | $14,329-75.7% | $12,624-72.4% |