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 | $46,143 | $94,625-51.2% | $116,228-60.3% | $84,808-45.6% |
| Participation rate | 71.4% | 70.4%+1.0pp | 74.6%-3.1pp | 68.3%+3.1pp |
| Annual return | 9.79% | 20.40%-10.6pp | 90.06%-80.3pp | 40.90%-31.1pp |
| Employer contribution / active EE | $2,070 | $2,347-11.8% | $2,994-30.9% | $2,631-21.3% |
| Participant deferral / active EE | $4,152 | $3,972+4.5% | $4,953-16.2% | $4,212-1.4% |
| Admin fee / account holder | $34,519 | $10,091+242.1% | $11,989+187.9% | $7,344+370.0% |