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 | $55,879 | $89,753-37.7% | $107,525-48.0% | $84,808-34.1% |
| Participation rate | 83.6% | 68.1%+15.5pp | 75.1%+8.5pp | 68.3%+15.3pp |
| Annual return | 11.04% | 29.48%-18.4pp | 181.32%-170.3pp | 40.90%-29.9pp |
| Employer contribution / active EE | $2,539 | $3,113-18.4% | $3,754-32.4% | $2,631-3.5% |
| Participant deferral / active EE | $4,842 | $4,056+19.4% | $5,116-5.3% | $4,212+15.0% |
| Admin fee / account holder | $4,290 | $7,222-40.6% | $8,919-51.9% | $7,344-41.6% |