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 | $22,885 | $71,050-67.8% | $93,606-75.6% | $80,856-71.7% |
| Participation rate | 94.6% | 60.4%+34.2pp | 68.7%+25.9pp | 67.6%+27.0pp |
| Annual return | 7.06% | 11.26%-4.2pp | 133.20%-126.1pp | 35.59%-28.5pp |
| Employer contribution / active EE | $688 | $1,564-56.0% | $2,420-71.6% | $2,755-75.0% |
| Participant deferral / active EE | $1,410 | $4,034-65.0% | $4,411-68.0% | $4,296-67.2% |
| Admin fee / account holder | $597 | $6,945-91.4% | $8,285-92.8% | $6,918-91.4% |