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 | $22,606 | $66,402-66.0% | $109,895-79.4% | $85,850-73.7% |
| Participation rate | 85.7% | 63.9%+21.8pp | 74.2%+11.5pp | 69.3%+16.4pp |
| Annual return | 11.19% | 19.59%-8.4pp | 29.45%-18.3pp | 318.53%-307.3pp |
| Employer contribution / active EE | $682 | $1,687-59.6% | $2,842-76.0% | $2,565-73.4% |
| Participant deferral / active EE | $1,406 | $2,842-50.5% | $4,048-65.3% | $3,952-64.4% |
| Admin fee / account holder | $1,272 | $4,557-72.1% | $6,066-79.0% | $6,260-79.7% |