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 | $16,064 | $104,664-84.7% | $85,682-81.3% | $167,490-90.4% |
| Participation rate | 95.5% | 76.4%+19.1pp | 69.9%+25.6pp | 82.1%+13.3pp |
| Annual return | 8.24% | 21.45%-13.2pp | 21.49%-13.2pp | 478.56%-470.3pp |
| Employer contribution / active EE | $2,354 | $3,337-29.5% | $2,618-10.1% | $4,837-51.3% |
| Participant deferral / active EE | $3,461 | $4,824-28.3% | $3,923-11.8% | $6,341-45.4% |
| Admin fee / account holder | $661 | $10,032-93.4% | $6,873-90.4% | $12,309-94.6% |