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 | $19,530 | $56,053-65.2% | $75,972-74.3% | $80,856-75.8% |
| Participation rate | 96.4% | 62.0%+34.4pp | 69.1%+27.4pp | 67.6%+28.8pp |
| Annual return | 8.23% | 20.53%-12.3pp | 359.55%-351.3pp | 35.59%-27.4pp |
| Employer contribution / active EE | $653 | $1,874-65.2% | $2,685-75.7% | $2,755-76.3% |
| Participant deferral / active EE | $1,991 | $3,052-34.8% | $4,255-53.2% | $4,296-53.7% |
| Admin fee / account holder | $1,460 | $5,234-72.1% | $6,467-77.4% | $6,918-78.9% |