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 | $16,653 | $80,717-79.4% | $154,803-89.2% | $84,808-80.4% |
| Participation rate | 88.0% | 66.8%+21.2pp | 78.1%+9.9pp | 68.3%+19.7pp |
| Annual return | 7.85% | 37.96%-30.1pp | 58.88%-51.0pp | 40.90%-33.1pp |
| Employer contribution / active EE | $2,368 | $2,761-14.3% | $4,305-45.0% | $2,631-10.0% |
| Participant deferral / active EE | $2,744 | $3,303-16.9% | $5,540-50.5% | $4,212-34.8% |
| Admin fee / account holder | $6,434 | $6,746-4.6% | $14,329-55.1% | $7,344-12.4% |