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 | $20,230 | $94,338-78.6% | $100,534-79.9% | $142,382-85.8% |
| Participation rate | 85.7% | 81.7%+4.0pp | 80.6%+5.1pp | 80.1%+5.6pp |
| Annual return | 9.24% | 29.20%-20.0pp | 32.66%-23.4pp | 217.08%-207.8pp |
| Employer contribution / active EE | $1,552 | $4,237-63.4% | $4,346-64.3% | $4,299-63.9% |
| Participant deferral / active EE | $1,617 | $5,934-72.8% | $6,144-73.7% | $6,507-75.2% |
| Admin fee / account holder | $10,694 | $8,421+27.0% | $7,654+39.7% | $12,624-15.3% |