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 | $27,696 | $57,016-51.4% | $84,966-67.4% | $80,856-65.7% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 9.35% | 21.66%-12.3pp | 66.38%-57.0pp | 35.59%-26.2pp |
| Employer contribution / active EE | $488 | $1,798-72.8% | $2,727-82.1% | $2,755-82.3% |
| Participant deferral / active EE | $2,220 | $3,110-28.6% | $4,519-50.9% | $4,296-48.3% |
| Admin fee / account holder | $444 | $4,980-91.1% | $6,149-92.8% | $6,918-93.6% |