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 | $36,388 | $109,413-66.7% | $156,263-76.7% | $84,808-57.1% |
| Participation rate | 92.9% | 72.7%+20.2pp | 78.9%+13.9pp | 68.3%+24.5pp |
| Annual return | 6.66% | 20.18%-13.5pp | 59.47%-52.8pp | 40.90%-34.2pp |
| Employer contribution / active EE | $2,026 | $2,907-30.3% | $4,333-53.2% | $2,631-23.0% |
| Participant deferral / active EE | $4,933 | $4,590+7.5% | $6,158-19.9% | $4,212+17.1% |
| Admin fee / account holder | $6,960 | $9,357-25.6% | $14,255-51.2% | $7,344-5.2% |