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 | $15,227 | $48,046-68.3% | $84,611-82.0% | $72,985-79.1% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 16.57% | 37.38%-20.8pp | 258.74%-242.2pp | 81.00%-64.4pp |
| Employer contribution / active EE | $1,177 | $1,602-26.5% | $2,652-55.6% | $2,440-51.8% |
| Participant deferral / active EE | $1,280 | $2,680-52.2% | $3,899-67.2% | $3,607-64.5% |
| Admin fee / account holder | $4,356 | $3,395+28.3% | $4,912-11.3% | $5,124-15.0% |