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 9-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 | $28,957 | $71,050-59.2% | $93,606-69.1% | $80,856-64.2% |
| Participation rate | 73.1% | 60.4%+12.7pp | 68.7%+4.4pp | 67.6%+5.5pp |
| Annual return | 9.22% | 11.26%-2.0pp | 133.20%-124.0pp | 35.59%-26.4pp |
| Employer contribution / active EE | $890 | $1,564-43.1% | $2,420-63.2% | $2,755-67.7% |
| Participant deferral / active EE | $2,083 | $4,034-48.4% | $4,411-52.8% | $4,296-51.5% |
| Admin fee / account holder | $11,902 | $6,945+71.4% | $8,285+43.7% | $6,918+72.0% |