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 | $17,407 | $85,202-79.6% | $172,739-89.9% | $72,985-76.2% |
| Participation rate | 94.6% | 70.1%+24.5pp | 82.6%+11.9pp | 69.5%+25.1pp |
| Annual return | 12.84% | 27.32%-14.5pp | 802.84%-790.0pp | 81.00%-68.2pp |
| Employer contribution / active EE | $1,415 | $3,324-57.4% | $5,143-72.5% | $2,440-42.0% |
| Participant deferral / active EE | $1,964 | $3,260-39.8% | $5,198-62.2% | $3,607-45.6% |
| Admin fee / account holder | $1,011 | $5,884-82.8% | $13,954-92.8% | $5,124-80.3% |