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 | $24,685 | $80,673-69.4% | $101,326-75.6% | $84,808-70.9% |
| Participation rate | 96.4% | 77.8%+18.6pp | 81.5%+14.9pp | 68.3%+28.1pp |
| Annual return | 7.19% | 38.95%-31.8pp | 36.82%-29.6pp | 40.90%-33.7pp |
| Employer contribution / active EE | $1,339 | $2,698-50.4% | $3,665-63.5% | $2,631-49.1% |
| Participant deferral / active EE | $3,972 | $6,840-41.9% | $7,994-50.3% | $4,212-5.7% |
| Admin fee / account holder | $8,508 | $12,784-33.5% | $11,185-23.9% | $7,344+15.8% |