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 5-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 | $15,188 | $77,899-80.5% | $149,673-89.9% | $75,163-79.8% |
| Participation rate | 70.3% | 65.6%+4.7pp | 78.8%-8.5pp | 67.2%+3.1pp |
| Annual return | 12.35% | 31.72%-19.4pp | 134.42%-122.1pp | 160.62%-148.3pp |
| Employer contribution / active EE | $1,359 | $3,137-56.7% | $4,818-71.8% | $2,670-49.1% |
| Participant deferral / active EE | $2,235 | $3,411-34.5% | $5,680-60.7% | $4,125-45.8% |
| Admin fee / account holder | $1,153 | $5,956-80.6% | $13,210-91.3% | $5,651-79.6% |