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 | $14,631 | $48,230-69.7% | $67,502-78.3% | $80,856-81.9% |
| Participation rate | 93.5% | 66.4%+27.1pp | 72.9%+20.6pp | 67.6%+25.8pp |
| Annual return | 9.90% | 18.28%-8.4pp | 3512.12%-3502.2pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,064 | $2,020-47.3% | $2,731-61.0% | $2,755-61.4% |
| Participant deferral / active EE | $1,831 | $2,924-37.4% | $4,000-54.2% | $4,296-57.4% |
| Admin fee / account holder | $1,137 | $3,681-69.1% | $3,998-71.6% | $6,918-83.6% |