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 | $18,768 | $51,175-63.3% | $70,515-73.4% | $75,163-75.0% |
| Participation rate | 81.3% | 60.9%+20.3pp | 68.3%+12.9pp | 67.2%+14.1pp |
| Annual return | 5.61% | 30.02%-24.4pp | 32.77%-27.2pp | 160.62%-155.0pp |
| Employer contribution / active EE | $2,513 | $1,826+37.6% | $2,973-15.5% | $2,670-5.9% |
| Participant deferral / active EE | $0 | $2,849-100.0% | $4,567-100.0% | $4,125-100.0% |
| Admin fee / account holder | $653 | $4,091-84.0% | $6,412-89.8% | $5,651-88.4% |