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 | $25,788 | $84,233-69.4% | $170,442-84.9% | $70,131-63.2% |
| Participation rate | 95.5% | 70.8%+24.6pp | 83.6%+11.9pp | 69.5%+25.9pp |
| Annual return | 8.00% | 23.06%-15.1pp | 205.93%-197.9pp | 73.14%-65.1pp |
| Employer contribution / active EE | $677 | $3,387-80.0% | $5,433-87.5% | $2,342-71.1% |
| Participant deferral / active EE | $908 | $3,086-70.6% | $4,939-81.6% | $3,332-72.7% |
| Admin fee / account holder | $3,144 | $5,698-44.8% | $13,880-77.4% | $4,645-32.3% |