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 | $14,152 | $65,685-78.5% | $57,179-75.2% | $273,961-94.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.66% | 21.99%-21.3pp | 14.59%-13.9pp | 41.45%-40.8pp |
| Employer contribution / active EE | $1,317 | $3,279-59.8% | $2,682-50.9% | $4,869-72.9% |
| Participant deferral / active EE | $1,317 | $3,782-65.2% | $3,096-57.5% | $5,287-75.1% |
| Admin fee / account holder | $2,719 | $4,835-43.7% | $3,139-13.4% | $10,132-73.2% |