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 5-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 | $35,032 | $74,927-53.2% | $101,794-65.6% | $84,808-58.7% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 11.47% | 18.70%-7.2pp | 30.53%-19.1pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,645 | $1,522+8.1% | $2,289-28.1% | $2,631-37.5% |
| Participant deferral / active EE | $6,006 | $3,099+93.8% | $4,084+47.1% | $4,212+42.6% |
| Admin fee / account holder | $587 | $6,514-91.0% | $8,777-93.3% | $7,344-92.0% |