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 | $16,691 | $53,822-69.0% | $75,696-77.9% | $85,850-80.6% |
| Participation rate | 79.5% | 69.1%+10.4pp | 74.8%+4.7pp | 69.3%+10.2pp |
| Annual return | 11.87% | 24.54%-12.7pp | 104.53%-92.7pp | 318.53%-306.7pp |
| Employer contribution / active EE | $926 | $2,017-54.1% | $2,743-66.3% | $2,565-63.9% |
| Participant deferral / active EE | $1,450 | $2,895-49.9% | $3,821-62.0% | $3,952-63.3% |
| Admin fee / account holder | $9,891 | $3,343+195.9% | $3,619+173.3% | $6,260+58.0% |