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 | $27,712 | $72,492-61.8% | $87,100-68.2% | $72,985-62.0% |
| Participation rate | 97.5% | 72.8%+24.7pp | 76.9%+20.6pp | 69.5%+28.0pp |
| Annual return | 5.35% | 24.46%-19.1pp | 28.19%-22.8pp | 81.00%-75.7pp |
| Employer contribution / active EE | $4,229 | $1,894+123.3% | $2,521+67.7% | $2,440+73.3% |
| Participant deferral / active EE | $3,057 | $3,270-6.5% | $4,049-24.5% | $3,607-15.3% |
| Admin fee / account holder | $393 | $5,055-92.2% | $7,497-94.8% | $5,124-92.3% |