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 | $17,552 | $117,983-85.1% | $101,794-82.8% | $142,382-87.7% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.2%+8.6pp | 80.1%-2.3pp |
| Annual return | 5.97% | 36.92%-31.0pp | 30.53%-24.6pp | 217.08%-211.1pp |
| Employer contribution / active EE | $723 | $2,773-73.9% | $2,289-68.4% | $4,299-83.2% |
| Participant deferral / active EE | $3,212 | $4,714-31.9% | $4,084-21.4% | $6,507-50.6% |
| Admin fee / account holder | $14,864 | $10,433+42.5% | $8,777+69.3% | $12,624+17.7% |