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 | $16,207 | $80,717-79.9% | $154,803-89.5% | $84,808-80.9% |
| Participation rate | 91.4% | 66.8%+24.6pp | 78.1%+13.4pp | 68.3%+23.1pp |
| Annual return | 7.96% | 37.96%-30.0pp | 58.88%-50.9pp | 40.90%-32.9pp |
| Employer contribution / active EE | $1,410 | $2,761-48.9% | $4,305-67.3% | $2,631-46.4% |
| Participant deferral / active EE | $1,948 | $3,303-41.0% | $5,540-64.8% | $4,212-53.7% |
| Admin fee / account holder | $2,732 | $6,746-59.5% | $14,329-80.9% | $7,344-62.8% |