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 | $18,847 | $46,869-59.8% | $122,332-84.6% | $70,131-73.1% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 11.63% | 24.22%-12.6pp | 30.27%-18.6pp | 73.14%-61.5pp |
| Employer contribution / active EE | $1,498 | $1,288+16.3% | $4,050-63.0% | $2,342-36.0% |
| Participant deferral / active EE | $1,950 | $2,166-10.0% | $3,287-40.7% | $3,332-41.5% |
| Admin fee / account holder | $1,803 | $3,322-45.7% | $5,478-67.1% | $4,645-61.2% |