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 | $27,549 | $54,705-49.6% | $71,209-61.3% | $84,808-67.5% |
| Participation rate | 81.0% | 64.1%+16.9pp | 73.8%+7.2pp | 68.3%+12.6pp |
| Annual return | 9.55% | 35.90%-26.4pp | 282.51%-273.0pp | 40.90%-31.4pp |
| Employer contribution / active EE | $965 | $2,158-55.3% | $2,721-64.5% | $2,631-63.3% |
| Participant deferral / active EE | $2,180 | $3,030-28.1% | $4,175-47.8% | $4,212-48.2% |
| Admin fee / account holder | $11,027 | $4,863+126.7% | $5,349+106.2% | $7,344+50.2% |