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 | $28,216 | $77,899-63.8% | $149,673-81.1% | $75,163-62.5% |
| Participation rate | 94.4% | 65.6%+28.8pp | 78.8%+15.6pp | 67.2%+27.2pp |
| Annual return | 10.66% | 31.72%-21.1pp | 134.42%-123.8pp | 160.62%-150.0pp |
| Employer contribution / active EE | $1,999 | $3,137-36.3% | $4,818-58.5% | $2,670-25.1% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,680-100.0% | $4,125-100.0% |
| Admin fee / account holder | $418 | $5,956-93.0% | $13,210-96.8% | $5,651-92.6% |