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 | $20,810 | $91,190-77.2% | $178,490-88.3% | $79,858-73.9% |
| Participation rate | 75.6% | 69.2%+6.4pp | 81.9%-6.3pp | 69.6%+6.0pp |
| Annual return | 8.29% | 24.19%-15.9pp | 151.07%-142.8pp | 31.71%-23.4pp |
| Employer contribution / active EE | $1,453 | $3,256-55.4% | $5,011-71.0% | $2,471-41.2% |
| Participant deferral / active EE | $1,268 | $3,236-60.8% | $5,202-75.6% | $3,740-66.1% |
| Admin fee / account holder | $328 | $6,751-95.1% | $13,984-97.7% | $5,306-93.8% |