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 | $19,267 | $91,190-78.9% | $178,490-89.2% | $79,858-75.9% |
| Participation rate | 88.9% | 69.2%+19.7pp | 81.9%+7.0pp | 69.6%+19.3pp |
| Annual return | 9.56% | 24.19%-14.6pp | 151.07%-141.5pp | 31.71%-22.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,380 | $3,236-26.5% | $5,202-54.2% | $3,740-36.4% |
| Admin fee / account holder | $5,157 | $6,751-23.6% | $13,984-63.1% | $5,306-2.8% |