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 8-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 | $43,691 | $89,753-51.3% | $107,525-59.4% | $84,808-48.5% |
| Participation rate | 84.4% | 68.1%+16.4pp | 75.1%+9.4pp | 68.3%+16.1pp |
| Annual return | 12.26% | 29.48%-17.2pp | 181.32%-169.1pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,069 | $3,113-65.7% | $3,754-71.5% | $2,631-59.4% |
| Participant deferral / active EE | $2,442 | $4,056-39.8% | $5,116-52.3% | $4,212-42.0% |
| Admin fee / account holder | $35,826 | $7,222+396.1% | $8,919+301.7% | $7,344+387.8% |