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 | $14,057 | $54,705-74.3% | $71,209-80.3% | $84,808-83.4% |
| Participation rate | 87.0% | 64.1%+22.9pp | 73.8%+13.3pp | 68.3%+18.7pp |
| Annual return | 9.07% | 35.90%-26.8pp | 282.51%-273.4pp | 40.90%-31.8pp |
| Employer contribution / active EE | $697 | $2,158-67.7% | $2,721-74.4% | $2,631-73.5% |
| Participant deferral / active EE | $938 | $3,030-69.1% | $4,175-77.5% | $4,212-77.7% |
| Admin fee / account holder | $1,567 | $4,863-67.8% | $5,349-70.7% | $7,344-78.7% |