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 4-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 | $14,419 | $60,892-76.3% | $82,389-82.5% | $84,808-83.0% |
| Participation rate | 88.9% | 63.3%+25.6pp | 69.5%+19.3pp | 68.3%+20.6pp |
| Annual return | 12.11% | 37.29%-25.2pp | 28.67%-16.6pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,084 | $1,779-39.1% | $2,517-56.9% | $2,631-58.8% |
| Participant deferral / active EE | $1,945 | $3,179-38.8% | $4,155-53.2% | $4,212-53.8% |
| Admin fee / account holder | $590 | $5,467-89.2% | $7,231-91.8% | $7,344-92.0% |