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 | $17,681 | $60,124-70.6% | $90,404-80.4% | $79,858-77.9% |
| Participation rate | 85.7% | 65.0%+20.7pp | 72.7%+13.0pp | 69.6%+16.1pp |
| Annual return | 7.16% | 71.94%-64.8pp | 1293.02%-1285.9pp | 31.71%-24.6pp |
| Employer contribution / active EE | $692 | $2,068-66.5% | $3,262-78.8% | $2,471-72.0% |
| Participant deferral / active EE | $937 | $2,938-68.1% | $3,963-76.3% | $3,740-74.9% |
| Admin fee / account holder | $1,484 | $3,976-62.7% | $5,611-73.6% | $5,306-72.0% |