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 3-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 | $10,112 | $80,717-87.5% | $154,803-93.5% | $84,808-88.1% |
| Participation rate | 89.2% | 66.8%+22.4pp | 78.1%+11.1pp | 68.3%+20.9pp |
| Annual return | 9.73% | 37.96%-28.2pp | 58.88%-49.1pp | 40.90%-31.2pp |
| Employer contribution / active EE | $540 | $2,761-80.4% | $4,305-87.5% | $2,631-79.5% |
| Participant deferral / active EE | $4,616 | $3,303+39.7% | $5,540-16.7% | $4,212+9.6% |
| Admin fee / account holder | $554 | $6,746-91.8% | $14,329-96.1% | $7,344-92.5% |