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 | $30,601 | $49,227-37.8% | $70,449-56.6% | $79,858-61.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 2.64% | 30.06%-27.4pp | 109.03%-106.4pp | 31.71%-29.1pp |
| Employer contribution / active EE | $612 | $2,099-70.8% | $2,737-77.6% | $2,471-75.2% |
| Participant deferral / active EE | $1,667 | $2,768-39.8% | $3,709-55.1% | $3,740-55.4% |
| Admin fee / account holder | $512 | $2,878-82.2% | $3,845-86.7% | $5,306-90.4% |