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 | $20,538 | $81,248-74.7% | $155,509-86.8% | $80,856-74.6% |
| Participation rate | 89.3% | 66.2%+23.1pp | 78.2%+11.1pp | 67.6%+21.6pp |
| Annual return | 7.82% | 33.31%-25.5pp | 64.67%-56.8pp | 35.59%-27.8pp |
| Employer contribution / active EE | $1,614 | $3,100-47.9% | $4,672-65.5% | $2,755-41.4% |
| Participant deferral / active EE | $1,676 | $3,452-51.4% | $5,626-70.2% | $4,296-61.0% |
| Admin fee / account holder | $847 | $7,997-89.4% | $15,912-94.7% | $6,918-87.7% |