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 | $15,072 | $77,634-80.6% | $156,549-90.4% | $62,891-76.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 0.37% | 50.32%-50.0pp | 32.23%-31.9pp | 20.14%-19.8pp |
| Employer contribution / active EE | $786 | $3,444-77.2% | $5,501-85.7% | $2,281-65.5% |
| Participant deferral / active EE | $849 | $3,045-72.1% | $4,871-82.6% | $3,203-73.5% |
| Admin fee / account holder | $1,845 | $5,561-66.8% | $13,027-85.8% | $4,296-57.1% |