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 | $13,710 | $46,553-70.6% | $64,056-78.6% | $75,163-81.8% |
| Participation rate | 84.6% | 65.9%+18.7pp | 72.3%+12.3pp | 67.2%+17.4pp |
| Annual return | 4.68% | 26.03%-21.4pp | 33.69%-29.0pp | 160.62%-155.9pp |
| Employer contribution / active EE | $684 | $1,974-65.3% | $2,747-75.1% | $2,670-74.4% |
| Participant deferral / active EE | $1,365 | $2,837-51.9% | $3,880-64.8% | $4,125-66.9% |
| Admin fee / account holder | $4,112 | $2,952+39.3% | $3,068+34.0% | $5,651-27.2% |