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 | $18,419 | $81,248-77.3% | $155,509-88.2% | $80,856-77.2% |
| Participation rate | 70.4% | 66.2%+4.1pp | 78.2%-7.8pp | 67.6%+2.7pp |
| Annual return | 9.89% | 33.31%-23.4pp | 64.67%-54.8pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,094 | $3,100-64.7% | $4,672-76.6% | $2,755-60.3% |
| Participant deferral / active EE | $1,856 | $3,452-46.2% | $5,626-67.0% | $4,296-56.8% |
| Admin fee / account holder | $6,821 | $7,997-14.7% | $15,912-57.1% | $6,918-1.4% |