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 | $12,285 | $81,248-84.9% | $155,509-92.1% | $80,856-84.8% |
| Participation rate | 77.3% | 66.2%+11.0pp | 78.2%-0.9pp | 67.6%+9.6pp |
| Annual return | 7.30% | 33.31%-26.0pp | 64.67%-57.4pp | 35.59%-28.3pp |
| Employer contribution / active EE | $1,140 | $3,100-63.2% | $4,672-75.6% | $2,755-58.6% |
| Participant deferral / active EE | $1,409 | $3,452-59.2% | $5,626-75.0% | $4,296-67.2% |
| Admin fee / account holder | $793 | $7,997-90.1% | $15,912-95.0% | $6,918-88.5% |