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 | $12,875 | $77,899-83.5% | $149,673-91.4% | $75,163-82.9% |
| Participation rate | 80.0% | 65.6%+14.4pp | 78.8%+1.2pp | 67.2%+12.8pp |
| Annual return | 11.27% | 31.72%-20.4pp | 134.42%-123.1pp | 160.62%-149.3pp |
| Employer contribution / active EE | $2,012 | $3,137-35.9% | $4,818-58.2% | $2,670-24.6% |
| Participant deferral / active EE | $2,994 | $3,411-12.2% | $5,680-47.3% | $4,125-27.4% |
| Admin fee / account holder | $5,715 | $5,956-4.1% | $13,210-56.7% | $5,651+1.1% |