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 5-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 | $24,466 | $74,927-67.3% | $101,794-76.0% | $84,808-71.2% |
| Participation rate | 91.3% | 61.4%+29.9pp | 69.2%+22.1pp | 68.3%+23.0pp |
| Annual return | 12.15% | 18.70%-6.5pp | 30.53%-18.4pp | 40.90%-28.7pp |
| Employer contribution / active EE | $373 | $1,522-75.5% | $2,289-83.7% | $2,631-85.8% |
| Participant deferral / active EE | $3,878 | $3,099+25.1% | $4,084-5.0% | $4,212-7.9% |
| Admin fee / account holder | $1,975 | $6,514-69.7% | $8,777-77.5% | $7,344-73.1% |