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 6-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 | $27,213 | $68,719-60.4% | $91,541-70.3% | $84,808-67.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 11.43% | 19.12%-7.7pp | 20.50%-9.1pp | 40.90%-29.5pp |
| Employer contribution / active EE | $3,583 | $1,920+86.6% | $2,505+43.1% | $2,631+36.2% |
| Participant deferral / active EE | $3,059 | $3,136-2.5% | $4,008-23.7% | $4,212-27.4% |
| Admin fee / account holder | $11,636 | $5,786+101.1% | $6,956+67.3% | $7,344+58.4% |