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 | $16,171 | $84,233-80.8% | $170,442-90.5% | $70,131-76.9% |
| Participation rate | 74.2% | 70.8%+3.4pp | 83.6%-9.4pp | 69.5%+4.7pp |
| Annual return | 12.13% | 23.06%-10.9pp | 205.93%-193.8pp | 73.14%-61.0pp |
| Employer contribution / active EE | $1,036 | $3,387-69.4% | $5,433-80.9% | $2,342-55.8% |
| Participant deferral / active EE | $1,520 | $3,086-50.7% | $4,939-69.2% | $3,332-54.4% |
| Admin fee / account holder | $3,842 | $5,698-32.6% | $13,880-72.3% | $4,645-17.3% |