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 | $37,876 | $94,529-59.9% | $140,016-72.9% | $64,186-41.0% |
| Participation rate | 91.8% | 84.1%+7.7pp | 87.5%+4.3pp | 69.6%+22.2pp |
| Annual return | -7.73% | 7.77%-15.5pp | 651.12%-658.8pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,539 | $3,812-59.6% | $5,606-72.5% | $2,381-35.4% |
| Participant deferral / active EE | $4,749 | $5,250-9.6% | $6,927-31.4% | $3,470+36.9% |
| Admin fee / account holder | $5,337 | $6,741-20.8% | $10,705-50.1% | $4,888+9.2% |