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 | $25,056 | $57,016-56.1% | $84,966-70.5% | $80,856-69.0% |
| Participation rate | 73.3% | 56.3%+17.0pp | 67.5%+5.8pp | 67.6%+5.7pp |
| Annual return | 8.22% | 21.66%-13.4pp | 66.38%-58.2pp | 35.59%-27.4pp |
| Employer contribution / active EE | $1,151 | $1,798-35.9% | $2,727-57.8% | $2,755-58.2% |
| Participant deferral / active EE | $2,424 | $3,110-22.1% | $4,519-46.4% | $4,296-43.6% |
| Admin fee / account holder | $9,945 | $4,980+99.7% | $6,149+61.7% | $6,918+43.8% |