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 8-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 | $22,930 | $74,927-69.4% | $101,794-77.5% | $84,808-73.0% |
| Participation rate | 88.5% | 61.4%+27.1pp | 69.2%+19.3pp | 68.3%+20.2pp |
| Annual return | 10.56% | 18.70%-8.1pp | 30.53%-20.0pp | 40.90%-30.3pp |
| Employer contribution / active EE | $4,278 | $1,522+181.1% | $2,289+86.9% | $2,631+62.6% |
| Participant deferral / active EE | $5,692 | $3,099+83.7% | $4,084+39.4% | $4,212+35.1% |
| Admin fee / account holder | $6,551 | $6,514+0.6% | $8,777-25.4% | $7,344-10.8% |