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 | $40,936 | $72,404-43.5% | $110,238-62.9% | $64,186-36.2% |
| Participation rate | 87.7% | 73.3%+14.4pp | 79.8%+7.9pp | 69.6%+18.1pp |
| Annual return | -8.57% | -6.29%-2.3pp | 314.74%-323.3pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,461 | $2,282-36.0% | $3,826-61.8% | $2,381-38.6% |
| Participant deferral / active EE | $4,569 | $3,469+31.7% | $4,672-2.2% | $3,470+31.7% |
| Admin fee / account holder | $698 | $5,664-87.7% | $8,547-91.8% | $4,888-85.7% |