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 | $19,800 | $60,124-67.1% | $90,404-78.1% | $79,858-75.2% |
| Participation rate | 72.5% | 65.0%+7.5pp | 72.7%-0.2pp | 69.6%+2.8pp |
| Annual return | 10.17% | 71.94%-61.8pp | 1293.02%-1282.8pp | 31.71%-21.5pp |
| Employer contribution / active EE | $406 | $2,068-80.4% | $3,262-87.6% | $2,471-83.6% |
| Participant deferral / active EE | $2,036 | $2,938-30.7% | $3,963-48.6% | $3,740-45.6% |
| Admin fee / account holder | $2,544 | $3,976-36.0% | $5,611-54.7% | $5,306-52.1% |