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 | $20,054 | $56,897-64.8% | $84,750-76.3% | $62,891-68.1% |
| Participation rate | 70.0% | 68.5%+1.5pp | 76.6%-6.6pp | 69.3%+0.7pp |
| Annual return | 3.31% | 6.30%-3.0pp | 22.78%-19.5pp | 20.14%-16.8pp |
| Employer contribution / active EE | $955 | $2,400-60.2% | $3,574-73.3% | $2,281-58.1% |
| Participant deferral / active EE | $1,245 | $2,709-54.0% | $3,712-66.5% | $3,203-61.1% |
| Admin fee / account holder | $8,807 | $3,581+146.0% | $5,332+65.2% | $4,296+105.0% |