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 | $46,814 | $58,694-20.2% | $142,863-67.2% | $85,850-45.5% |
| Participation rate | 74.4% | 58.5%+15.9pp | 71.9%+2.4pp | 69.3%+5.0pp |
| Annual return | 6.54% | 27.72%-21.2pp | 5637.54%-5631.0pp | 318.53%-312.0pp |
| Employer contribution / active EE | $2,704 | $1,423+90.0% | $4,144-34.8% | $2,565+5.4% |
| Participant deferral / active EE | $6,305 | $2,607+141.8% | $3,837+64.3% | $3,952+59.5% |
| Admin fee / account holder | $4,143 | $4,239-2.3% | $6,560-36.9% | $6,260-33.8% |