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 | $16,164 | $85,202-81.0% | $172,739-90.6% | $72,985-77.9% |
| Participation rate | 81.8% | 70.1%+11.8pp | 82.6%-0.8pp | 69.5%+12.3pp |
| Annual return | 9.07% | 27.32%-18.3pp | 802.84%-793.8pp | 81.00%-71.9pp |
| Employer contribution / active EE | $1,488 | $3,324-55.2% | $5,143-71.1% | $2,440-39.0% |
| Participant deferral / active EE | $951 | $3,260-70.8% | $5,198-81.7% | $3,607-73.6% |
| Admin fee / account holder | $2,388 | $5,884-59.4% | $13,954-82.9% | $5,124-53.4% |