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 | $23,714 | $80,717-70.6% | $154,803-84.7% | $84,808-72.0% |
| Participation rate | 76.9% | 66.8%+10.1pp | 78.1%-1.1pp | 68.3%+8.6pp |
| Annual return | 9.16% | 37.96%-28.8pp | 58.88%-49.7pp | 40.90%-31.7pp |
| Employer contribution / active EE | $1,025 | $2,761-62.9% | $4,305-76.2% | $2,631-61.0% |
| Participant deferral / active EE | $2,233 | $3,303-32.4% | $5,540-59.7% | $4,212-47.0% |
| Admin fee / account holder | $15,270 | $6,746+126.4% | $14,329+6.6% | $7,344+107.9% |