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 | $12,492 | $54,705-77.2% | $71,209-82.5% | $84,808-85.3% |
| Participation rate | 90.2% | 64.1%+26.1pp | 73.8%+16.4pp | 68.3%+21.9pp |
| Annual return | 6.95% | 35.90%-29.0pp | 282.51%-275.6pp | 40.90%-33.9pp |
| Employer contribution / active EE | $1,314 | $2,158-39.1% | $2,721-51.7% | $2,631-50.1% |
| Participant deferral / active EE | $1,127 | $3,030-62.8% | $4,175-73.0% | $4,212-73.2% |
| Admin fee / account holder | $374 | $4,863-92.3% | $5,349-93.0% | $7,344-94.9% |