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 | $19,788 | $45,073-56.1% | $69,455-71.5% | $72,985-72.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 4.31% | 22.65%-18.3pp | 28.97%-24.7pp | 81.00%-76.7pp |
| Employer contribution / active EE | $637 | $2,054-69.0% | $2,779-77.1% | $2,440-73.9% |
| Participant deferral / active EE | $807 | $2,602-69.0% | $3,535-77.2% | $3,607-77.6% |
| Admin fee / account holder | $348 | $3,056-88.6% | $3,839-90.9% | $5,124-93.2% |