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 | $20,993 | $81,248-74.2% | $155,509-86.5% | $80,856-74.0% |
| Participation rate | 96.2% | 66.2%+29.9pp | 78.2%+18.0pp | 67.6%+28.5pp |
| Annual return | 9.78% | 33.31%-23.5pp | 64.67%-54.9pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,089 | $3,100-64.9% | $4,672-76.7% | $2,755-60.5% |
| Participant deferral / active EE | $1,041 | $3,452-69.8% | $5,626-81.5% | $4,296-75.8% |
| Admin fee / account holder | $11,831 | $7,997+47.9% | $15,912-25.6% | $6,918+71.0% |