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 10-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 | $36,896 | $78,926-53.3% | $136,749-73.0% | $84,808-56.5% |
| Participation rate | 93.4% | 62.2%+31.2pp | 72.1%+21.3pp | 68.3%+25.1pp |
| Annual return | 6.86% | 18.17%-11.3pp | 24.33%-17.5pp | 40.90%-34.0pp |
| Employer contribution / active EE | $1,429 | $2,134-33.1% | $3,400-58.0% | $2,631-45.7% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,692-100.0% | $4,212-100.0% |
| Admin fee / account holder | $11,242 | $6,369+76.5% | $11,386-1.3% | $7,344+53.1% |