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 | $15,281 | $39,534-61.3% | $46,225-66.9% | $62,891-75.7% |
| Participation rate | 100.0% | 74.6%+25.4pp | 79.5%+20.5pp | 69.3%+30.7pp |
| Annual return | 3.84% | 8.93%-5.1pp | 7.57%-3.7pp | 20.14%-16.3pp |
| Employer contribution / active EE | $1,186 | $2,646-55.2% | $3,424-65.4% | $2,281-48.0% |
| Participant deferral / active EE | $1,796 | $2,681-33.0% | $3,776-52.4% | $3,203-43.9% |
| Admin fee / account holder | $904 | $2,464-63.3% | $3,519-74.3% | $4,296-79.0% |