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 6-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 | $12,732 | $80,717-84.2% | $154,803-91.8% | $84,808-85.0% |
| Participation rate | 73.7% | 66.8%+6.9pp | 78.1%-4.4pp | 68.3%+5.4pp |
| Annual return | 10.43% | 37.96%-27.5pp | 58.88%-48.5pp | 40.90%-30.5pp |
| Employer contribution / active EE | $464 | $2,761-83.2% | $4,305-89.2% | $2,631-82.3% |
| Participant deferral / active EE | $2,303 | $3,303-30.3% | $5,540-58.4% | $4,212-45.3% |
| Admin fee / account holder | $2,591 | $6,746-61.6% | $14,329-81.9% | $7,344-64.7% |