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 | $10,184 | $80,717-87.4% | $154,803-93.4% | $84,808-88.0% |
| Participation rate | 89.7% | 66.8%+22.8pp | 78.1%+11.6pp | 68.3%+21.3pp |
| Annual return | 10.85% | 37.96%-27.1pp | 58.88%-48.0pp | 40.90%-30.0pp |
| Employer contribution / active EE | $470 | $2,761-83.0% | $4,305-89.1% | $2,631-82.1% |
| Participant deferral / active EE | $1,969 | $3,303-40.4% | $5,540-64.5% | $4,212-53.2% |
| Admin fee / account holder | $929 | $6,746-86.2% | $14,329-93.5% | $7,344-87.4% |