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 8-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 | $24,218 | $77,314-68.7% | $177,989-86.4% | $80,856-70.0% |
| Participation rate | 97.9% | 65.7%+32.2pp | 77.1%+20.8pp | 67.6%+30.2pp |
| Annual return | 10.62% | 18.09%-7.5pp | 294.48%-283.9pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,140 | $2,292-50.3% | $3,949-71.1% | $2,755-58.6% |
| Participant deferral / active EE | $4,672 | $4,411+5.9% | $6,276-25.6% | $4,296+8.7% |
| Admin fee / account holder | $3,447 | $7,191-52.1% | $10,363-66.7% | $6,918-50.2% |