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 | $21,729 | $78,926-72.5% | $136,749-84.1% | $84,808-74.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 5.99% | 18.17%-12.2pp | 24.33%-18.3pp | 40.90%-34.9pp |
| Employer contribution / active EE | $2,234 | $2,134+4.7% | $3,400-34.3% | $2,631-15.1% |
| Participant deferral / active EE | $1,481 | $3,168-53.3% | $4,692-68.4% | $4,212-64.8% |
| Admin fee / account holder | $1,906 | $6,369-70.1% | $11,386-83.3% | $7,344-74.0% |