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 | $51,421 | $83,908-38.7% | $68,509-24.9% | $125,391-59.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -4.03% | 14.48%-18.5pp | 8.27%-12.3pp | 282.22%-286.3pp |
| Employer contribution / active EE | $1,497 | $3,031-50.6% | $2,278-34.3% | $4,866-69.2% |
| Participant deferral / active EE | $3,926 | $4,125-4.8% | $3,382+16.1% | $5,352-26.6% |
| Admin fee / account holder | $3,504 | $8,982-61.0% | $5,275-33.6% | $9,540-63.3% |