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 | $50,227 | $86,929-42.2% | $102,423-51.0% | $80,856-37.9% |
| Participation rate | 87.5% | 72.4%+15.1pp | 76.5%+11.0pp | 67.6%+19.9pp |
| Annual return | 10.01% | 18.88%-8.9pp | 29.32%-19.3pp | 35.59%-25.6pp |
| Employer contribution / active EE | $857 | $2,369-63.8% | $3,023-71.7% | $2,755-68.9% |
| Participant deferral / active EE | $3,970 | $4,118-3.6% | $5,053-21.4% | $4,296-7.6% |
| Admin fee / account holder | $3,795 | $8,049-52.8% | $9,451-59.8% | $6,918-45.1% |