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 | $37,422 | $89,753-58.3% | $107,525-65.2% | $84,808-55.9% |
| Participation rate | 73.3% | 68.1%+5.3pp | 75.1%-1.7pp | 68.3%+5.0pp |
| Annual return | 1.93% | 29.48%-27.6pp | 181.32%-179.4pp | 40.90%-39.0pp |
| Employer contribution / active EE | $2,198 | $3,113-29.4% | $3,754-41.5% | $2,631-16.5% |
| Participant deferral / active EE | $3,701 | $4,056-8.8% | $5,116-27.7% | $4,212-12.1% |
| Admin fee / account holder | $3,858 | $7,222-46.6% | $8,919-56.7% | $7,344-47.5% |