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 | $27,675 | $54,705-49.4% | $71,209-61.1% | $84,808-67.4% |
| Participation rate | 80.5% | 64.1%+16.4pp | 73.8%+6.7pp | 68.3%+12.2pp |
| Annual return | 11.16% | 35.90%-24.7pp | 282.51%-271.3pp | 40.90%-29.7pp |
| Employer contribution / active EE | $1,973 | $2,158-8.6% | $2,721-27.5% | $2,631-25.0% |
| Participant deferral / active EE | $2,118 | $3,030-30.1% | $4,175-49.3% | $4,212-49.7% |
| Admin fee / account holder | $1,051 | $4,863-78.4% | $5,349-80.3% | $7,344-85.7% |