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 | $31,842 | $54,762-41.9% | $90,281-64.7% | $72,985-56.4% |
| Participation rate | 80.0% | 65.1%+14.9pp | 73.3%+6.7pp | 69.5%+10.5pp |
| Annual return | 4.75% | 30.63%-25.9pp | 78.10%-73.3pp | 81.00%-76.2pp |
| Employer contribution / active EE | $840 | $2,092-59.9% | $2,854-70.6% | $2,440-65.6% |
| Participant deferral / active EE | $3,401 | $2,887+17.8% | $3,885-12.5% | $3,607-5.7% |
| Admin fee / account holder | $3,931 | $3,972-1.0% | $5,351-26.5% | $5,124-23.3% |