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 | $31,386 | $101,724-69.1% | $164,813-81.0% | $80,856-61.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 9.62% | 16.72%-7.1pp | 69.93%-60.3pp | 35.59%-26.0pp |
| Employer contribution / active EE | $2,093 | $2,953-29.1% | $4,341-51.8% | $2,755-24.0% |
| Participant deferral / active EE | $4,898 | $4,477+9.4% | $6,031-18.8% | $4,296+14.0% |
| Admin fee / account holder | $2,762 | $8,227-66.4% | $12,690-78.2% | $6,918-60.1% |