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 | $25,263 | $49,227-48.7% | $70,449-64.1% | $79,858-68.4% |
| Participation rate | 82.9% | 69.2%+13.8pp | 75.1%+7.9pp | 69.6%+13.3pp |
| Annual return | 2.94% | 30.06%-27.1pp | 109.03%-106.1pp | 31.71%-28.8pp |
| Employer contribution / active EE | $2,348 | $2,099+11.9% | $2,737-14.2% | $2,471-5.0% |
| Participant deferral / active EE | $2,058 | $2,768-25.6% | $3,709-44.5% | $3,740-45.0% |
| Admin fee / account holder | $3,273 | $2,878+13.7% | $3,845-14.9% | $5,306-38.3% |