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 | $16,902 | $39,122-56.8% | $57,179-70.4% | $62,891-73.1% |
| Participation rate | 93.3% | 70.5%+22.8pp | 75.3%+18.0pp | 69.3%+24.0pp |
| Annual return | -0.19% | 9.23%-9.4pp | 14.59%-14.8pp | 20.14%-20.3pp |
| Employer contribution / active EE | $2,813 | $1,874+50.1% | $2,682+4.9% | $2,281+23.3% |
| Participant deferral / active EE | $814 | $2,374-65.7% | $3,096-73.7% | $3,203-74.6% |
| Admin fee / account holder | $2,018 | $2,592-22.1% | $3,139-35.7% | $4,296-53.0% |