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 | $16,676 | $54,762-69.5% | $90,281-81.5% | $72,985-77.2% |
| Participation rate | 91.8% | 65.1%+26.7pp | 73.3%+18.6pp | 69.5%+22.4pp |
| Annual return | 5.15% | 30.63%-25.5pp | 78.10%-73.0pp | 81.00%-75.9pp |
| Employer contribution / active EE | $1,172 | $2,092-44.0% | $2,854-58.9% | $2,440-51.9% |
| Participant deferral / active EE | $2,241 | $2,887-22.4% | $3,885-42.3% | $3,607-37.9% |
| Admin fee / account holder | $2,459 | $3,972-38.1% | $5,351-54.1% | $5,124-52.0% |