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 | $23,643 | $53,127-55.5% | $86,590-72.7% | $70,131-66.3% |
| Participation rate | 90.9% | 65.3%+25.6pp | 73.5%+17.4pp | 69.5%+21.4pp |
| Annual return | 10.57% | 27.66%-17.1pp | 964.84%-954.3pp | 73.14%-62.6pp |
| Employer contribution / active EE | $936 | $2,068-54.8% | $2,839-67.0% | $2,342-60.1% |
| Participant deferral / active EE | $1,968 | $2,696-27.0% | $3,609-45.5% | $3,332-40.9% |
| Admin fee / account holder | $4,829 | $3,585+34.7% | $4,906-1.6% | $4,645+4.0% |