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 | $24,976 | $34,308-27.2% | $74,701-66.6% | $72,985-65.8% |
| Participation rate | 96.1% | 42.4%+53.7pp | 54.5%+41.6pp | 69.5%+26.6pp |
| Annual return | 16.01% | 26.58%-10.6pp | 752.92%-736.9pp | 81.00%-65.0pp |
| Employer contribution / active EE | $635 | $692-8.1% | $1,084-41.4% | $2,440-74.0% |
| Participant deferral / active EE | $1,524 | $1,271+19.8% | $1,964-22.4% | $3,607-57.8% |
| Admin fee / account holder | $672 | $2,124-68.3% | $3,333-79.8% | $5,124-86.9% |