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 | $27,194 | $35,183-22.7% | $73,545-63.0% | $70,131-61.2% |
| Participation rate | 98.8% | 42.9%+55.8pp | 54.9%+43.8pp | 69.5%+29.2pp |
| Annual return | 10.00% | 26.90%-16.9pp | -15.16%+25.2pp | 73.14%-63.1pp |
| Employer contribution / active EE | $716 | $709+1.0% | $1,219-41.3% | $2,342-69.4% |
| Participant deferral / active EE | $1,711 | $1,220+40.3% | $1,806-5.2% | $3,332-48.6% |
| Admin fee / account holder | $3,848 | $2,302+67.1% | $2,320+65.9% | $4,645-17.2% |