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 8-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 | $44,565 | $76,367-41.6% | $93,606-52.4% | $72,985-38.9% |
| Participation rate | 92.6% | 71.7%+20.8pp | 75.8%+16.8pp | 69.5%+23.1pp |
| Annual return | 16.32% | 25.82%-9.5pp | 32.76%-16.4pp | 81.00%-64.7pp |
| Employer contribution / active EE | $1,163 | $2,275-48.9% | $2,718-57.2% | $2,440-52.3% |
| Participant deferral / active EE | $2,354 | $3,538-33.5% | $4,069-42.2% | $3,607-34.8% |
| Admin fee / account holder | $11,273 | $6,838+64.9% | $7,888+42.9% | $5,124+120.0% |