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 6-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 | $14,046 | $60,022-76.6% | $88,946-84.2% | $84,808-83.4% |
| Participation rate | 81.5% | 57.8%+23.6pp | 68.8%+12.6pp | 68.3%+13.2pp |
| Annual return | 12.91% | 22.43%-9.5pp | 57.82%-44.9pp | 40.90%-28.0pp |
| Employer contribution / active EE | $4,754 | $1,703+179.2% | $2,555+86.1% | $2,631+80.7% |
| Participant deferral / active EE | $8,522 | $3,114+173.7% | $4,581+86.0% | $4,212+102.3% |
| Admin fee / account holder | $5,168 | $4,811+7.4% | $8,261-37.4% | $7,344-29.6% |