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 | $17,240 | $51,175-66.3% | $70,515-75.6% | $75,163-77.1% |
| Participation rate | 82.4% | 60.9%+21.5pp | 68.3%+14.1pp | 67.2%+15.2pp |
| Annual return | 6.60% | 30.02%-23.4pp | 32.77%-26.2pp | 160.62%-154.0pp |
| Employer contribution / active EE | $450 | $1,826-75.4% | $2,973-84.9% | $2,670-83.2% |
| Participant deferral / active EE | $1,239 | $2,849-56.5% | $4,567-72.9% | $4,125-70.0% |
| Admin fee / account holder | $1,755 | $4,091-57.1% | $6,412-72.6% | $5,651-68.9% |