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 | $15,741 | $69,207-77.3% | $64,056-75.4% | $139,434-88.7% |
| Participation rate | 70.0% | 75.6%-5.6pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 7.84% | 45.88%-38.0pp | 33.69%-25.9pp | 372.94%-365.1pp |
| Employer contribution / active EE | $2,184 | $3,182-31.4% | $2,747-20.5% | $4,751-54.0% |
| Participant deferral / active EE | $3,591 | $4,682-23.3% | $3,880-7.5% | $6,710-46.5% |
| Admin fee / account holder | $17,885 | $4,244+321.4% | $3,068+482.9% | $11,403+56.9% |