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 | $24,889 | $60,022-58.5% | $88,946-72.0% | $84,808-70.7% |
| Participation rate | 87.9% | 57.8%+30.0pp | 68.8%+19.0pp | 68.3%+19.6pp |
| Annual return | 13.16% | 22.43%-9.3pp | 57.82%-44.7pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,916 | $1,703+12.5% | $2,555-25.0% | $2,631-27.2% |
| Participant deferral / active EE | $7,225 | $3,114+132.0% | $4,581+57.7% | $4,212+71.6% |
| Admin fee / account holder | $4,768 | $4,811-0.9% | $8,261-42.3% | $7,344-35.1% |