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 | $12,988 | $48,230-73.1% | $67,502-80.8% | $80,856-83.9% |
| Participation rate | 81.5% | 66.4%+15.1pp | 72.9%+8.6pp | 67.6%+13.8pp |
| Annual return | 7.87% | 18.28%-10.4pp | 3512.12%-3504.3pp | 35.59%-27.7pp |
| Employer contribution / active EE | $681 | $2,020-66.3% | $2,731-75.1% | $2,755-75.3% |
| Participant deferral / active EE | $954 | $2,924-67.4% | $4,000-76.2% | $4,296-77.8% |
| Admin fee / account holder | $5,348 | $3,681+45.3% | $3,998+33.8% | $6,918-22.7% |