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 | $21,800 | $60,022-63.7% | $88,946-75.5% | $84,808-74.3% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 8.30% | 22.43%-14.1pp | 57.82%-49.5pp | 40.90%-32.6pp |
| Employer contribution / active EE | $1,000 | $1,703-41.3% | $2,555-60.9% | $2,631-62.0% |
| Participant deferral / active EE | $805 | $3,114-74.2% | $4,581-82.4% | $4,212-80.9% |
| Admin fee / account holder | $3,448 | $4,811-28.3% | $8,261-58.3% | $7,344-53.0% |