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 | $17,700 | $85,202-79.2% | $172,739-89.8% | $72,985-75.7% |
| Participation rate | 95.5% | 70.1%+25.5pp | 82.6%+12.9pp | 69.5%+26.0pp |
| Annual return | 0.12% | 27.32%-27.2pp | 802.84%-802.7pp | 81.00%-80.9pp |
| Employer contribution / active EE | $1,382 | $3,324-58.4% | $5,143-73.1% | $2,440-43.4% |
| Participant deferral / active EE | $1,072 | $3,260-67.1% | $5,198-79.4% | $3,607-70.3% |
| Admin fee / account holder | $4,085 | $5,884-30.6% | $13,954-70.7% | $5,124-20.3% |