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 | $18,768 | $56,897-67.0% | $84,750-77.9% | $62,891-70.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 1.94% | 6.30%-4.4pp | 22.78%-20.8pp | 20.14%-18.2pp |
| Employer contribution / active EE | $2,505 | $2,400+4.4% | $3,574-29.9% | $2,281+9.8% |
| Participant deferral / active EE | $3,557 | $2,709+31.3% | $3,712-4.2% | $3,203+11.1% |
| Admin fee / account holder | $4,041 | $3,581+12.9% | $5,332-24.2% | $4,296-5.9% |