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 | $31,020 | $80,717-61.6% | $154,803-80.0% | $84,808-63.4% |
| Participation rate | 82.4% | 66.8%+15.5pp | 78.1%+4.3pp | 68.3%+14.0pp |
| Annual return | 12.36% | 37.96%-25.6pp | 58.88%-46.5pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,379 | $2,761-50.1% | $4,305-68.0% | $2,631-47.6% |
| Participant deferral / active EE | $1,803 | $3,303-45.4% | $5,540-67.5% | $4,212-57.2% |
| Admin fee / account holder | $5,312 | $6,746-21.2% | $14,329-62.9% | $7,344-27.7% |