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 4-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 | $15,003 | $48,230-68.9% | $67,502-77.8% | $80,856-81.4% |
| Participation rate | 81.5% | 66.4%+15.1pp | 72.9%+8.6pp | 67.6%+13.8pp |
| Annual return | 9.24% | 18.28%-9.0pp | 3512.12%-3502.9pp | 35.59%-26.4pp |
| Employer contribution / active EE | $910 | $2,020-54.9% | $2,731-66.7% | $2,755-67.0% |
| Participant deferral / active EE | $3,567 | $2,924+22.0% | $4,000-10.8% | $4,296-17.0% |
| Admin fee / account holder | $368 | $3,681-90.0% | $3,998-90.8% | $6,918-94.7% |