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 | $17,803 | $104,664-83.0% | $85,682-79.2% | $167,490-89.4% |
| Participation rate | 95.8% | 76.4%+19.5pp | 69.9%+26.0pp | 82.1%+13.7pp |
| Annual return | 6.77% | 21.45%-14.7pp | 21.49%-14.7pp | 478.56%-471.8pp |
| Employer contribution / active EE | $2,208 | $3,337-33.8% | $2,618-15.7% | $4,837-54.3% |
| Participant deferral / active EE | $1,685 | $4,824-65.1% | $3,923-57.0% | $6,341-73.4% |
| Admin fee / account holder | $15,554 | $10,032+55.0% | $6,873+126.3% | $12,309+26.4% |