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 | $16,927 | $60,124-71.8% | $90,404-81.3% | $79,858-78.8% |
| Participation rate | 88.5% | 65.0%+23.5pp | 72.7%+15.8pp | 69.6%+18.8pp |
| Annual return | 7.99% | 71.94%-64.0pp | 1293.02%-1285.0pp | 31.71%-23.7pp |
| Employer contribution / active EE | $1,250 | $2,068-39.5% | $3,262-61.7% | $2,471-49.4% |
| Participant deferral / active EE | $2,878 | $2,938-2.0% | $3,963-27.4% | $3,740-23.0% |
| Admin fee / account holder | $1,039 | $3,976-73.9% | $5,611-81.5% | $5,306-80.4% |