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 | $21,892 | $54,705-60.0% | $71,209-69.3% | $84,808-74.2% |
| Participation rate | 96.8% | 64.1%+32.7pp | 73.8%+23.0pp | 68.3%+28.5pp |
| Annual return | 8.76% | 35.90%-27.1pp | 282.51%-273.8pp | 40.90%-32.1pp |
| Employer contribution / active EE | $1,644 | $2,158-23.8% | $2,721-39.6% | $2,631-37.5% |
| Participant deferral / active EE | $1,867 | $3,030-38.4% | $4,175-55.3% | $4,212-55.7% |
| Admin fee / account holder | $5,731 | $4,863+17.8% | $5,349+7.1% | $7,344-22.0% |