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 | $29,527 | $54,541-45.9% | $78,778-62.5% | $70,131-57.9% |
| Participation rate | 88.0% | 60.8%+27.2pp | 69.2%+18.8pp | 69.5%+18.5pp |
| Annual return | 5.93% | 21.07%-15.1pp | 35.62%-29.7pp | 73.14%-67.2pp |
| Employer contribution / active EE | $2,400 | $1,089+120.5% | $1,986+20.9% | $2,342+2.5% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,082 | $3,709-70.8% | $5,134-78.9% | $4,645-76.7% |