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 9-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 | $52,744 | $80,673-34.6% | $101,326-47.9% | $84,808-37.8% |
| Participation rate | 97.7% | 77.8%+19.9pp | 81.5%+16.2pp | 68.3%+29.4pp |
| Annual return | 14.03% | 38.95%-24.9pp | 36.82%-22.8pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,230 | $2,698-17.3% | $3,665-39.1% | $2,631-15.2% |
| Participant deferral / active EE | $3,495 | $6,840-48.9% | $7,994-56.3% | $4,212-17.0% |
| Admin fee / account holder | $2,056 | $12,784-83.9% | $11,185-81.6% | $7,344-72.0% |