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 | $27,166 | $211,958-87.2% | $169,463-84.0% | $135,375-79.9% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -9.74% | 3.26%-13.0pp | 1.83%-11.6pp | 519.73%-529.5pp |
| Employer contribution / active EE | $1,732 | $5,120-66.2% | $4,159-58.4% | $4,779-63.8% |
| Participant deferral / active EE | $3,530 | $6,075-41.9% | $5,277-33.1% | $5,609-37.1% |
| Admin fee / account holder | $5,028 | $11,471-56.2% | $9,109-44.8% | $10,827-53.6% |