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 | $23,567 | $54,705-56.9% | $71,209-66.9% | $84,808-72.2% |
| Participation rate | 94.7% | 64.1%+30.7pp | 73.8%+21.0pp | 68.3%+26.4pp |
| Annual return | 13.06% | 35.90%-22.8pp | 282.51%-269.5pp | 40.90%-27.8pp |
| Employer contribution / active EE | $3,904 | $2,158+80.9% | $2,721+43.5% | $2,631+48.4% |
| Participant deferral / active EE | $0 | $3,030-100.0% | $4,175-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,361 | $4,863-51.5% | $5,349-55.9% | $7,344-67.9% |