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 | $16,136 | $51,576-68.7% | $129,207-87.5% | $80,856-80.0% |
| Participation rate | 97.2% | 57.0%+40.2pp | 69.6%+27.6pp | 67.6%+29.6pp |
| Annual return | 11.04% | 20.81%-9.8pp | 9417.33%-9406.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,366 | $1,584-13.7% | $4,153-67.1% | $2,755-50.4% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $4,168-100.0% | $4,296-100.0% |
| Admin fee / account holder | $327 | $4,305-92.4% | $7,715-95.8% | $6,918-95.3% |