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 4-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 | $20,627 | $80,717-74.4% | $154,803-86.7% | $84,808-75.7% |
| Participation rate | 97.7% | 66.8%+30.9pp | 78.1%+19.7pp | 68.3%+29.4pp |
| Annual return | 12.25% | 37.96%-25.7pp | 58.88%-46.6pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,444 | $2,761-47.7% | $4,305-66.5% | $2,631-45.1% |
| Participant deferral / active EE | $3,329 | $3,303+0.8% | $5,540-39.9% | $4,212-21.0% |
| Admin fee / account holder | $1,782 | $6,746-73.6% | $14,329-87.6% | $7,344-75.7% |