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 | $41,672 | $73,004-42.9% | $90,749-54.1% | $68,494-39.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -20.13% | -13.81%-6.3pp | -12.16%-8.0pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,005 | $2,193-54.2% | $2,921-65.6% | $2,596-61.3% |
| Participant deferral / active EE | $1,750 | $3,627-51.7% | $4,564-61.6% | $4,027-56.5% |
| Admin fee / account holder | $7,103 | $5,896+20.5% | $8,445-15.9% | $5,403+31.5% |