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 | $28,316 | $58,523-51.6% | $99,443-71.5% | $72,985-61.2% |
| Participation rate | 92.9% | 64.6%+28.2pp | 73.8%+19.0pp | 69.5%+23.4pp |
| Annual return | 4.74% | 28.51%-23.8pp | 30.72%-26.0pp | 81.00%-76.3pp |
| Employer contribution / active EE | $1,575 | $1,512+4.2% | $2,540-38.0% | $2,440-35.4% |
| Participant deferral / active EE | $1,226 | $2,606-52.9% | $3,619-66.1% | $3,607-66.0% |
| Admin fee / account holder | $2,072 | $4,102-49.5% | $6,250-66.9% | $5,124-59.6% |