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 | $16,199 | $53,127-69.5% | $86,590-81.3% | $70,131-76.9% |
| Participation rate | 82.1% | 65.3%+16.8pp | 73.5%+8.6pp | 69.5%+12.6pp |
| Annual return | 9.98% | 27.66%-17.7pp | 964.84%-954.9pp | 73.14%-63.2pp |
| Employer contribution / active EE | $508 | $2,068-75.4% | $2,839-82.1% | $2,342-78.3% |
| Participant deferral / active EE | $1,678 | $2,696-37.8% | $3,609-53.5% | $3,332-49.6% |
| Admin fee / account holder | $1,156 | $3,585-67.7% | $4,906-76.4% | $4,645-75.1% |