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 | $24,746 | $81,460-69.6% | $103,333-76.1% | $80,856-69.4% |
| Participation rate | 80.0% | 66.8%+13.2pp | 74.5%+5.5pp | 67.6%+12.4pp |
| Annual return | 3.19% | 25.55%-22.4pp | 24.88%-21.7pp | 35.59%-32.4pp |
| Employer contribution / active EE | $3,178 | $3,105+2.3% | $3,868-17.8% | $2,755+15.3% |
| Participant deferral / active EE | $5,267 | $3,869+36.2% | $5,057+4.2% | $4,296+22.6% |
| Admin fee / account holder | $8,561 | $6,566+30.4% | $8,355+2.5% | $6,918+23.7% |