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 | $14,439 | $53,127-72.8% | $86,590-83.3% | $70,131-79.4% |
| Participation rate | 98.0% | 65.3%+32.7pp | 73.5%+24.5pp | 69.5%+28.5pp |
| Annual return | 12.02% | 27.66%-15.6pp | 964.84%-952.8pp | 73.14%-61.1pp |
| Employer contribution / active EE | $869 | $2,068-58.0% | $2,839-69.4% | $2,342-62.9% |
| Participant deferral / active EE | $1,635 | $2,696-39.4% | $3,609-54.7% | $3,332-50.9% |
| Admin fee / account holder | $783 | $3,585-78.2% | $4,906-84.0% | $4,645-83.1% |