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 | $18,179 | $60,892-70.1% | $82,389-77.9% | $84,808-78.6% |
| Participation rate | 76.4% | 63.3%+13.1pp | 69.5%+6.8pp | 68.3%+8.1pp |
| Annual return | 8.27% | 37.29%-29.0pp | 28.67%-20.4pp | 40.90%-32.6pp |
| Employer contribution / active EE | $2,459 | $1,779+38.2% | $2,517-2.3% | $2,631-6.5% |
| Participant deferral / active EE | $0 | $3,179-100.0% | $4,155-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,933 | $5,467-46.4% | $7,231-59.4% | $7,344-60.1% |