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 4-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 | $55,161 | $86,929-36.5% | $102,423-46.1% | $80,856-31.8% |
| Participation rate | 92.5% | 72.4%+20.1pp | 76.5%+16.0pp | 67.6%+24.8pp |
| Annual return | 8.78% | 18.88%-10.1pp | 29.32%-20.5pp | 35.59%-26.8pp |
| Employer contribution / active EE | $829 | $2,369-65.0% | $3,023-72.6% | $2,755-69.9% |
| Participant deferral / active EE | $3,315 | $4,118-19.5% | $5,053-34.4% | $4,296-22.8% |
| Admin fee / account holder | $16,061 | $8,049+99.5% | $9,451+69.9% | $6,918+132.2% |