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 | $20,880 | $49,227-57.6% | $70,449-70.4% | $79,858-73.9% |
| Participation rate | 96.7% | 69.2%+27.5pp | 75.1%+21.6pp | 69.6%+27.0pp |
| Annual return | 4.43% | 30.06%-25.6pp | 109.03%-104.6pp | 31.71%-27.3pp |
| Employer contribution / active EE | $843 | $2,099-59.8% | $2,737-69.2% | $2,471-65.9% |
| Participant deferral / active EE | $985 | $2,768-64.4% | $3,709-73.4% | $3,740-73.7% |
| Admin fee / account holder | $2,253 | $2,878-21.7% | $3,845-41.4% | $5,306-57.5% |