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 10-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 | $37,705 | $74,927-49.7% | $101,794-63.0% | $84,808-55.5% |
| Participation rate | 84.0% | 61.4%+22.6pp | 69.2%+14.8pp | 68.3%+15.7pp |
| Annual return | 5.05% | 18.70%-13.7pp | 30.53%-25.5pp | 40.90%-35.8pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,606 | $3,099-15.9% | $4,084-36.2% | $4,212-38.1% |
| Admin fee / account holder | $1,245 | $6,514-80.9% | $8,777-85.8% | $7,344-83.0% |