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 | $64,011 | $72,277-11.4% | $101,248-36.8% | $79,858-19.8% |
| Participation rate | 72.1% | 68.5%+3.7pp | 75.8%-3.7pp | 69.6%+2.5pp |
| Annual return | -13.90% | 22.30%-36.2pp | 46.47%-60.4pp | 31.71%-45.6pp |
| Employer contribution / active EE | $921 | $2,692-65.8% | $3,660-74.8% | $2,471-62.7% |
| Participant deferral / active EE | $4,547 | $3,282+38.6% | $4,370+4.1% | $3,740+21.6% |
| Admin fee / account holder | $3,039 | $4,400-30.9% | $5,945-48.9% | $5,306-42.7% |