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 | $14,522 | $61,774-76.5% | $97,226-85.1% | $80,856-82.0% |
| Participation rate | 87.9% | 63.5%+24.4pp | 72.7%+15.2pp | 67.6%+20.2pp |
| Annual return | 6.87% | -557.90%+564.8pp | 75.13%-68.3pp | 35.59%-28.7pp |
| Employer contribution / active EE | $455 | $1,837-75.3% | $2,729-83.3% | $2,755-83.5% |
| Participant deferral / active EE | $1,154 | $3,029-61.9% | $4,264-72.9% | $4,296-73.1% |
| Admin fee / account holder | $1,686 | $5,166-67.4% | $5,654-70.2% | $6,918-75.6% |