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 10-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 | $30,401 | $65,041-53.3% | $90,951-66.6% | $79,858-61.9% |
| Participation rate | 70.1% | 61.6%+8.5pp | 69.0%+1.1pp | 69.6%+0.5pp |
| Annual return | 0.24% | 30.45%-30.2pp | 134.60%-134.4pp | 31.71%-31.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,641 | $2,512-34.7% | $3,373-51.3% | $3,740-56.1% |
| Admin fee / account holder | $3,784 | $4,536-16.6% | $5,959-36.5% | $5,306-28.7% |