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 | $17,487 | $60,892-71.3% | $82,389-78.8% | $84,808-79.4% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 8.19% | 37.29%-29.1pp | 28.67%-20.5pp | 40.90%-32.7pp |
| Employer contribution / active EE | $1,489 | $1,779-16.3% | $2,517-40.8% | $2,631-43.4% |
| Participant deferral / active EE | $1,911 | $3,179-39.9% | $4,155-54.0% | $4,212-54.6% |
| Admin fee / account holder | $2,201 | $5,467-59.8% | $7,231-69.6% | $7,344-70.0% |