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 | $16,798 | $202,432-91.7% | $169,368-90.1% | $139,434-88.0% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 0.79% | 531.74%-530.9pp | 405.60%-404.8pp | 372.94%-372.2pp |
| Employer contribution / active EE | $923 | $4,692-80.3% | $4,013-77.0% | $4,751-80.6% |
| Participant deferral / active EE | $1,583 | $6,938-77.2% | $6,221-74.6% | $6,710-76.4% |
| Admin fee / account holder | $35,126 | $10,708+228.0% | $9,003+290.2% | $11,403+208.1% |