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 | $18,145 | $45,073-59.7% | $69,455-73.9% | $72,985-75.1% |
| Participation rate | 98.1% | 68.5%+29.6pp | 74.6%+23.5pp | 69.5%+28.6pp |
| Annual return | 4.77% | 22.65%-17.9pp | 28.97%-24.2pp | 81.00%-76.2pp |
| Employer contribution / active EE | $2,656 | $2,054+29.3% | $2,779-4.4% | $2,440+8.9% |
| Participant deferral / active EE | $0 | $2,602-100.0% | $3,535-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,099 | $3,056-31.3% | $3,839-45.3% | $5,124-59.0% |