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 7-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 | $80,696 | $80,7170% | $154,803-47.9% | $84,808-4.8% |
| Participation rate | 88.6% | 66.8%+21.8pp | 78.1%+10.6pp | 68.3%+20.3pp |
| Annual return | 12.60% | 37.96%-25.4pp | 58.88%-46.3pp | 40.90%-28.3pp |
| Employer contribution / active EE | $374 | $2,761-86.5% | $4,305-91.3% | $2,631-85.8% |
| Participant deferral / active EE | $2,519 | $3,303-23.7% | $5,540-54.5% | $4,212-40.2% |
| Admin fee / account holder | $1,460 | $6,746-78.4% | $14,329-89.8% | $7,344-80.1% |