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 | $14,869 | $24,730-39.9% | $66,042-77.5% | $84,808-82.5% |
| Participation rate | 88.1% | 68.1%+20.0pp | 67.5%+20.6pp | 68.3%+19.8pp |
| Annual return | 13.67% | 79.55%-65.9pp | 52.11%-38.4pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,458 | $857+70.2% | $1,579-7.7% | $2,631-44.6% |
| Participant deferral / active EE | $1,396 | $1,737-19.6% | $2,835-50.8% | $4,212-66.8% |
| Admin fee / account holder | $923 | $3,014-69.4% | $5,747-83.9% | $7,344-87.4% |