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 | $14,871 | $54,705-72.8% | $71,209-79.1% | $84,808-82.5% |
| Participation rate | 89.2% | 64.1%+25.1pp | 73.8%+15.4pp | 68.3%+20.9pp |
| Annual return | 8.28% | 35.90%-27.6pp | 282.51%-274.2pp | 40.90%-32.6pp |
| Employer contribution / active EE | $2,224 | $2,158+3.1% | $2,721-18.2% | $2,631-15.5% |
| Participant deferral / active EE | $2,609 | $3,030-13.9% | $4,175-37.5% | $4,212-38.0% |
| Admin fee / account holder | $4,970 | $4,863+2.2% | $5,349-7.1% | $7,344-32.3% |