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 | $28,390 | $57,016-50.2% | $84,966-66.6% | $80,856-64.9% |
| Participation rate | 82.9% | 56.3%+26.5pp | 67.5%+15.4pp | 67.6%+15.2pp |
| Annual return | 7.52% | 21.66%-14.1pp | 66.38%-58.9pp | 35.59%-28.1pp |
| Employer contribution / active EE | $1,130 | $1,798-37.1% | $2,727-58.6% | $2,755-59.0% |
| Participant deferral / active EE | $4,720 | $3,110+51.8% | $4,519+4.5% | $4,296+9.9% |
| Admin fee / account holder | $3,792 | $4,980-23.9% | $6,149-38.3% | $6,918-45.2% |