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 9-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 | $40,562 | $67,606-40.0% | $82,313-50.7% | $70,131-42.2% |
| Participation rate | 87.7% | 72.8%+14.9pp | 76.9%+10.8pp | 69.5%+18.2pp |
| Annual return | 11.09% | 21.57%-10.5pp | 25.88%-14.8pp | 73.14%-62.0pp |
| Employer contribution / active EE | $769 | $1,755-56.2% | $2,428-68.3% | $2,342-67.2% |
| Participant deferral / active EE | $2,124 | $2,987-28.9% | $3,706-42.7% | $3,332-36.3% |
| Admin fee / account holder | $2,285 | $4,512-49.4% | $5,608-59.2% | $4,645-50.8% |