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 | $13,047 | $77,899-83.3% | $149,673-91.3% | $75,163-82.6% |
| Participation rate | 86.7% | 65.6%+21.1pp | 78.8%+7.9pp | 67.2%+19.5pp |
| Annual return | 11.52% | 31.72%-20.2pp | 134.42%-122.9pp | 160.62%-149.1pp |
| Employer contribution / active EE | $1,367 | $3,137-56.4% | $4,818-71.6% | $2,670-48.8% |
| Participant deferral / active EE | $1,800 | $3,411-47.2% | $5,680-68.3% | $4,125-56.4% |
| Admin fee / account holder | $1,866 | $5,956-68.7% | $13,210-85.9% | $5,651-67.0% |