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 5-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 | $9,543 | $104,974-90.9% | $95,585-90.0% | $142,382-93.3% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.1%+17.9pp | 80.1%+9.9pp |
| Annual return | 6.25% | 210.33%-204.1pp | 38.56%-32.3pp | 217.08%-210.8pp |
| Employer contribution / active EE | $725 | $2,779-73.9% | $2,527-71.3% | $4,299-83.1% |
| Participant deferral / active EE | $1,960 | $4,352-55.0% | $4,023-51.3% | $6,507-69.9% |
| Admin fee / account holder | $11,496 | $6,386+80.0% | $6,127+87.6% | $12,624-8.9% |