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 | $32,315 | $93,571-65.5% | $135,903-76.2% | $75,163-57.0% |
| Participation rate | 75.8% | 75.2%+0.6pp | 81.9%-6.1pp | 67.2%+8.6pp |
| Annual return | 10.94% | 30.90%-20.0pp | 68.23%-57.3pp | 160.62%-149.7pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,262 | $6,404-33.5% | $7,758-45.1% | $4,125+3.3% |
| Admin fee / account holder | $40,592 | $6,975+481.9% | $10,762+277.2% | $5,651+618.3% |