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 | $20,084 | $80,717-75.1% | $154,803-87.0% | $84,808-76.3% |
| Participation rate | 80.0% | 66.8%+13.2pp | 78.1%+1.9pp | 68.3%+11.7pp |
| Annual return | 8.09% | 37.96%-29.9pp | 58.88%-50.8pp | 40.90%-32.8pp |
| Employer contribution / active EE | $773 | $2,761-72.0% | $4,305-82.1% | $2,631-70.6% |
| Participant deferral / active EE | $1,193 | $3,303-63.9% | $5,540-78.5% | $4,212-71.7% |
| Admin fee / account holder | $680 | $6,746-89.9% | $14,329-95.3% | $7,344-90.7% |