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 | $36,297 | $80,717-55.0% | $154,803-76.6% | $84,808-57.2% |
| Participation rate | 90.2% | 66.8%+23.4pp | 78.1%+12.1pp | 68.3%+21.9pp |
| Annual return | 11.39% | 37.96%-26.6pp | 58.88%-47.5pp | 40.90%-29.5pp |
| Employer contribution / active EE | $2,345 | $2,761-15.1% | $4,305-45.5% | $2,631-10.9% |
| Participant deferral / active EE | $2,677 | $3,303-19.0% | $5,540-51.7% | $4,212-36.4% |
| Admin fee / account holder | $5,795 | $6,746-14.1% | $14,329-59.6% | $7,344-21.1% |