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 | $13,228 | $77,419-82.9% | $69,455-81.0% | $152,861-91.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 74.6%+0.4pp | 82.4%-7.4pp |
| Annual return | 2.84% | 39.06%-36.2pp | 28.97%-26.1pp | 345.32%-342.5pp |
| Employer contribution / active EE | $860 | $3,315-74.1% | $2,779-69.1% | $4,762-82.0% |
| Participant deferral / active EE | $1,021 | $4,414-76.9% | $3,535-71.1% | $5,850-82.5% |
| Admin fee / account holder | $3,556 | $6,207-42.7% | $3,839-7.4% | $11,596-69.3% |