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 7-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 | $14,144 | $77,899-81.8% | $149,673-90.5% | $75,163-81.2% |
| Participation rate | 92.3% | 65.6%+26.7pp | 78.8%+13.5pp | 67.2%+25.1pp |
| Annual return | 7.73% | 31.72%-24.0pp | 134.42%-126.7pp | 160.62%-152.9pp |
| Employer contribution / active EE | $1,581 | $3,137-49.6% | $4,818-67.2% | $2,670-40.8% |
| Participant deferral / active EE | $4,186 | $3,411+22.7% | $5,680-26.3% | $4,125+1.5% |
| Admin fee / account holder | $10,765 | $5,956+80.7% | $13,210-18.5% | $5,651+90.5% |