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 | $20,864 | $45,073-53.7% | $69,455-70.0% | $72,985-71.4% |
| Participation rate | 96.2% | 68.5%+27.7pp | 74.6%+21.5pp | 69.5%+26.7pp |
| Annual return | 5.61% | 22.65%-17.0pp | 28.97%-23.4pp | 81.00%-75.4pp |
| Employer contribution / active EE | $1,355 | $2,054-34.0% | $2,779-51.2% | $2,440-44.5% |
| Participant deferral / active EE | $1,530 | $2,602-41.2% | $3,535-56.7% | $3,607-57.6% |
| Admin fee / account holder | $1,236 | $3,056-59.6% | $3,839-67.8% | $5,124-75.9% |