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 9-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 | $45,286 | $45,073+0.5% | $69,455-34.8% | $72,985-38.0% |
| Participation rate | 93.3% | 68.5%+24.8pp | 74.6%+18.7pp | 69.5%+23.8pp |
| Annual return | 2.63% | 22.65%-20.0pp | 28.97%-26.3pp | 81.00%-78.4pp |
| Employer contribution / active EE | $2,272 | $2,054+10.6% | $2,779-18.2% | $2,440-6.9% |
| Participant deferral / active EE | $1,482 | $2,602-43.1% | $3,535-58.1% | $3,607-58.9% |
| Admin fee / account holder | $2,082 | $3,056-31.8% | $3,839-45.8% | $5,124-59.4% |