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 | $15,672 | $80,717-80.6% | $154,803-89.9% | $84,808-81.5% |
| Participation rate | 81.3% | 66.8%+14.4pp | 78.1%+3.2pp | 68.3%+12.9pp |
| Annual return | 9.46% | 37.96%-28.5pp | 58.88%-49.4pp | 40.90%-31.4pp |
| Employer contribution / active EE | $3,047 | $2,761+10.3% | $4,305-29.2% | $2,631+15.8% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $5,540-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,331 | $6,746-65.4% | $14,329-83.7% | $7,344-68.3% |