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 | $28,665 | $81,248-64.7% | $155,509-81.6% | $80,856-64.5% |
| Participation rate | 97.7% | 66.2%+31.5pp | 78.2%+19.5pp | 67.6%+30.1pp |
| Annual return | 10.61% | 33.31%-22.7pp | 64.67%-54.1pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,819 | $3,100-41.3% | $4,672-61.1% | $2,755-34.0% |
| Participant deferral / active EE | $4,344 | $3,452+25.9% | $5,626-22.8% | $4,296+1.1% |
| Admin fee / account holder | $2,784 | $7,997-65.2% | $15,912-82.5% | $6,918-59.8% |