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 | $18,147 | $53,127-65.8% | $86,590-79.0% | $70,131-74.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 5.52% | 27.66%-22.1pp | 964.84%-959.3pp | 73.14%-67.6pp |
| Employer contribution / active EE | $2,131 | $2,068+3.0% | $2,839-24.9% | $2,342-9.0% |
| Participant deferral / active EE | $944 | $2,696-65.0% | $3,609-73.8% | $3,332-71.7% |
| Admin fee / account holder | $2,086 | $3,585-41.8% | $4,906-57.5% | $4,645-55.1% |