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 | $16,100 | $91,190-82.3% | $178,490-91.0% | $79,858-79.8% |
| Participation rate | 91.7% | 69.2%+22.5pp | 81.9%+9.7pp | 69.6%+22.0pp |
| Annual return | 3.49% | 24.19%-20.7pp | 151.07%-147.6pp | 31.71%-28.2pp |
| Employer contribution / active EE | $1,228 | $3,256-62.3% | $5,011-75.5% | $2,471-50.3% |
| Participant deferral / active EE | $2,110 | $3,236-34.8% | $5,202-59.4% | $3,740-43.6% |
| Admin fee / account holder | $5,441 | $6,751-19.4% | $13,984-61.1% | $5,306+2.5% |