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 | $15,882 | $54,762-71.0% | $90,281-82.4% | $72,985-78.2% |
| Participation rate | 96.8% | 65.1%+31.7pp | 73.3%+23.6pp | 69.5%+27.3pp |
| Annual return | 3.58% | 30.63%-27.1pp | 78.10%-74.5pp | 81.00%-77.4pp |
| Employer contribution / active EE | $1,476 | $2,092-29.5% | $2,854-48.3% | $2,440-39.5% |
| Participant deferral / active EE | $1,667 | $2,887-42.2% | $3,885-57.1% | $3,607-53.8% |
| Admin fee / account holder | $1,165 | $3,972-70.7% | $5,351-78.2% | $5,124-77.3% |