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 | $43,590 | $109,881-60.3% | $150,045-70.9% | $84,808-48.6% |
| Participation rate | 79.0% | 76.1%+2.9pp | 82.3%-3.3pp | 68.3%+10.7pp |
| Annual return | 13.85% | 28.25%-14.4pp | 62.55%-48.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,529 | $3,561-57.1% | $4,693-67.4% | $2,631-41.9% |
| Participant deferral / active EE | $6,930 | $6,636+4.4% | $7,997-13.3% | $4,212+64.6% |
| Admin fee / account holder | $12,994 | $8,568+51.7% | $13,435-3.3% | $7,344+76.9% |