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 | $30,574 | $109,881-72.2% | $150,045-79.6% | $84,808-63.9% |
| Participation rate | 83.6% | 76.1%+7.6pp | 82.3%+1.3pp | 68.3%+15.3pp |
| Annual return | 10.52% | 28.25%-17.7pp | 62.55%-52.0pp | 40.90%-30.4pp |
| Employer contribution / active EE | $2,237 | $3,561-37.2% | $4,693-52.3% | $2,631-15.0% |
| Participant deferral / active EE | $3,318 | $6,636-50.0% | $7,997-58.5% | $4,212-21.2% |
| Admin fee / account holder | $11,106 | $8,568+29.6% | $13,435-17.3% | $7,344+51.2% |