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 | $16,886 | $53,127-68.2% | $86,590-80.5% | $70,131-75.9% |
| Participation rate | 96.6% | 65.3%+31.2pp | 73.5%+23.0pp | 69.5%+27.0pp |
| Annual return | 9.88% | 27.66%-17.8pp | 964.84%-955.0pp | 73.14%-63.3pp |
| Employer contribution / active EE | $700 | $2,068-66.1% | $2,839-75.3% | $2,342-70.1% |
| Participant deferral / active EE | $953 | $2,696-64.7% | $3,609-73.6% | $3,332-71.4% |
| Admin fee / account holder | $1,869 | $3,585-47.9% | $4,906-61.9% | $4,645-59.8% |