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 9-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 | $13,688 | $48,230-71.6% | $67,502-79.7% | $80,856-83.1% |
| Participation rate | 88.1% | 66.4%+21.7pp | 72.9%+15.2pp | 67.6%+20.4pp |
| Annual return | 6.63% | 18.28%-11.7pp | 3512.12%-3505.5pp | 35.59%-29.0pp |
| Employer contribution / active EE | $942 | $2,020-53.4% | $2,731-65.5% | $2,755-65.8% |
| Participant deferral / active EE | $1,259 | $2,924-56.9% | $4,000-68.5% | $4,296-70.7% |
| Admin fee / account holder | $1,131 | $3,681-69.3% | $3,998-71.7% | $6,918-83.7% |