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 | $37,614 | $39,162-4.0% | $100,671-62.6% | $59,632-36.9% |
| Participation rate | 96.8% | 55.9%+40.9pp | 70.7%+26.1pp | 68.7%+28.1pp |
| Annual return | -2.61% | 21.07%-23.7pp | 20.43%-23.0pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $1,980 | $1,151+72.1% | $4,012-50.7% | $2,203-10.1% |
| Participant deferral / active EE | $1,033 | $1,992-48.2% | $3,144-67.1% | $3,192-67.6% |
| Admin fee / account holder | $2,112 | $2,969-28.9% | $4,850-56.4% | $4,297-50.8% |