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 | $21,358 | $72,277-70.4% | $101,248-78.9% | $79,858-73.3% |
| Participation rate | 81.0% | 68.5%+12.5pp | 75.8%+5.1pp | 69.6%+11.3pp |
| Annual return | 7.28% | 22.30%-15.0pp | 46.47%-39.2pp | 31.71%-24.4pp |
| Employer contribution / active EE | $1,743 | $2,692-35.2% | $3,660-52.4% | $2,471-29.4% |
| Participant deferral / active EE | $2,342 | $3,282-28.6% | $4,370-46.4% | $3,740-37.4% |
| Admin fee / account holder | $3,759 | $4,400-14.6% | $5,945-36.8% | $5,306-29.2% |