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 | $29,181 | $45,152-35.4% | $73,843-60.5% | $59,632-51.1% |
| Participation rate | 88.4% | 64.0%+24.3pp | 73.4%+14.9pp | 68.7%+19.7pp |
| Annual return | -3.93% | 27.40%-31.3pp | 2267.84%-2271.8pp | 2041.28%-2045.2pp |
| Employer contribution / active EE | $402 | $1,902-78.9% | $2,787-85.6% | $2,203-81.8% |
| Participant deferral / active EE | $2,114 | $2,574-17.9% | $3,583-41.0% | $3,192-33.8% |
| Admin fee / account holder | $368 | $3,516-89.5% | $4,880-92.5% | $4,297-91.4% |