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 | $18,895 | $53,127-64.4% | $86,590-78.2% | $70,131-73.1% |
| Participation rate | 93.3% | 65.3%+28.0pp | 73.5%+19.8pp | 69.5%+23.8pp |
| Annual return | 9.50% | 27.66%-18.2pp | 964.84%-955.3pp | 73.14%-63.6pp |
| Employer contribution / active EE | $1,854 | $2,068-10.4% | $2,839-34.7% | $2,342-20.9% |
| Participant deferral / active EE | $1,208 | $2,696-55.2% | $3,609-66.5% | $3,332-63.7% |
| Admin fee / account holder | $1,916 | $3,585-46.6% | $4,906-61.0% | $4,645-58.8% |