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 9-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 | $12,905 | $54,705-76.4% | $71,209-81.9% | $84,808-84.8% |
| Participation rate | 96.0% | 64.1%+31.9pp | 73.8%+22.2pp | 68.3%+27.7pp |
| Annual return | 12.32% | 35.90%-23.6pp | 282.51%-270.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,942 | $2,158-10.0% | $2,721-28.6% | $2,631-26.2% |
| Participant deferral / active EE | $4,326 | $3,030+42.8% | $4,175+3.6% | $4,212+2.7% |
| Admin fee / account holder | $9,325 | $4,863+91.7% | $5,349+74.3% | $7,344+27.0% |