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 | $20,921 | $46,869-55.4% | $122,332-82.9% | $70,131-70.2% |
| Participation rate | 85.4% | 58.2%+27.2pp | 71.6%+13.8pp | 69.5%+15.9pp |
| Annual return | 9.49% | 24.22%-14.7pp | 30.27%-20.8pp | 73.14%-63.6pp |
| Employer contribution / active EE | $1,020 | $1,288-20.8% | $4,050-74.8% | $2,342-56.5% |
| Participant deferral / active EE | $1,377 | $2,166-36.4% | $3,287-58.1% | $3,332-58.7% |
| Admin fee / account holder | $8,652 | $3,322+160.4% | $5,478+57.9% | $4,645+86.2% |