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 | $6,260 | $54,705-88.6% | $71,209-91.2% | $84,808-92.6% |
| Participation rate | 76.0% | 64.1%+11.9pp | 73.8%+2.2pp | 68.3%+7.7pp |
| Annual return | 12.32% | 35.90%-23.6pp | 282.51%-270.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $621 | $2,158-71.2% | $2,721-77.2% | $2,631-76.4% |
| Participant deferral / active EE | $2,297 | $3,030-24.2% | $4,175-45.0% | $4,212-45.5% |
| Admin fee / account holder | $4,753 | $4,863-2.3% | $5,349-11.1% | $7,344-35.3% |