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 | $23,556 | $48,230-51.2% | $67,502-65.1% | $80,856-70.9% |
| Participation rate | 89.3% | 66.4%+22.9pp | 72.9%+16.4pp | 67.6%+21.6pp |
| Annual return | 9.74% | 18.28%-8.5pp | 3512.12%-3502.4pp | 35.59%-25.9pp |
| Employer contribution / active EE | $777 | $2,020-61.5% | $2,731-71.5% | $2,755-71.8% |
| Participant deferral / active EE | $2,663 | $2,924-8.9% | $4,000-33.4% | $4,296-38.0% |
| Admin fee / account holder | $8,841 | $3,681+140.2% | $3,998+121.2% | $6,918+27.8% |