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 10-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 | $41,426 | $65,395-36.7% | $182,532-77.3% | $72,985-43.2% |
| Participation rate | 96.4% | 65.4%+31.0pp | 78.0%+18.5pp | 69.5%+26.9pp |
| Annual return | 2.22% | 27.68%-25.5pp | 148.54%-146.3pp | 81.00%-78.8pp |
| Employer contribution / active EE | $489 | $1,911-74.4% | $4,076-88.0% | $2,440-80.0% |
| Participant deferral / active EE | $3,711 | $3,563+4.1% | $5,524-32.8% | $3,607+2.9% |
| Admin fee / account holder | $17,993 | $4,245+323.9% | $8,592+109.4% | $5,124+251.1% |