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 | $23,211 | $47,848-51.5% | $81,478-71.5% | $70,131-66.9% |
| Participation rate | 96.8% | 58.3%+38.5pp | 68.0%+28.8pp | 69.5%+27.2pp |
| Annual return | 8.57% | 27.25%-18.7pp | 38.78%-30.2pp | 73.14%-64.6pp |
| Employer contribution / active EE | $431 | $1,527-71.8% | $2,568-83.2% | $2,342-81.6% |
| Participant deferral / active EE | $1,933 | $2,453-21.2% | $3,537-45.3% | $3,332-42.0% |
| Admin fee / account holder | $2,917 | $3,145-7.2% | $4,561-36.0% | $4,645-37.2% |