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 | $20,162 | $55,706-63.8% | $75,886-73.4% | $72,985-72.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 16.29% | 27.59%-11.3pp | 30.76%-14.5pp | 81.00%-64.7pp |
| Employer contribution / active EE | $6,122 | $1,687+263.0% | $2,500+144.9% | $2,440+150.9% |
| Participant deferral / active EE | $2,610 | $2,634-0.9% | $3,603-27.6% | $3,607-27.7% |
| Admin fee / account holder | $1,120 | $3,978-71.8% | $5,418-79.3% | $5,124-78.1% |