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 | $21,500 | $59,101-63.6% | $77,163-72.1% | $75,163-71.4% |
| Participation rate | 78.5% | 63.9%+14.6pp | 69.6%+8.9pp | 67.2%+11.3pp |
| Annual return | 10.88% | 26.71%-15.8pp | 37.87%-27.0pp | 160.62%-149.7pp |
| Employer contribution / active EE | $1,298 | $1,995-35.0% | $2,535-48.8% | $2,670-51.4% |
| Participant deferral / active EE | $1,734 | $2,999-42.2% | $3,833-54.8% | $4,125-58.0% |
| Admin fee / account holder | $4,140 | $4,774-13.3% | $5,472-24.3% | $5,651-26.7% |