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 | $16,878 | $159,602-89.4% | $150,045-88.8% | $142,382-88.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 8.78% | 70.24%-61.5pp | 62.55%-53.8pp | 217.08%-208.3pp |
| Employer contribution / active EE | $1,516 | $4,961-69.4% | $4,693-67.7% | $4,299-64.7% |
| Participant deferral / active EE | $9,196 | $8,310+10.7% | $7,997+15.0% | $6,507+41.3% |
| Admin fee / account holder | $33,073 | $14,846+122.8% | $13,435+146.2% | $12,624+162.0% |