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 | $10,229 | $40,256-74.6% | $57,343-82.2% | $59,632-82.8% |
| Participation rate | 93.8% | 69.2%+24.6pp | 75.1%+18.7pp | 68.7%+25.1pp |
| Annual return | -2.54% | 27.49%-30.0pp | 24.39%-26.9pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $855 | $1,922-55.5% | $2,689-68.2% | $2,203-61.2% |
| Participant deferral / active EE | $1,255 | $2,399-47.7% | $3,162-60.3% | $3,192-60.7% |
| Admin fee / account holder | $1,018 | $2,818-63.9% | $3,356-69.7% | $4,297-76.3% |