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 | $46,412 | $80,717-42.5% | $154,803-70.0% | $84,808-45.3% |
| Participation rate | 78.6% | 66.8%+11.8pp | 78.1%+0.5pp | 68.3%+10.3pp |
| Annual return | 2.16% | 37.96%-35.8pp | 58.88%-56.7pp | 40.90%-38.7pp |
| Employer contribution / active EE | $562 | $2,761-79.7% | $4,305-86.9% | $2,631-78.6% |
| Participant deferral / active EE | $1,306 | $3,303-60.5% | $5,540-76.4% | $4,212-69.0% |
| Admin fee / account holder | $7,127 | $6,746+5.7% | $14,329-50.3% | $7,344-3.0% |