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 | $39,432 | $53,777-26.7% | $134,143-70.6% | $79,858-50.6% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -9.13% | 19.01%-28.1pp | 36.33%-45.5pp | 31.71%-40.8pp |
| Employer contribution / active EE | $1,359 | $1,321+2.9% | $3,704-63.3% | $2,471-45.0% |
| Participant deferral / active EE | $3,013 | $2,420+24.5% | $3,499-13.9% | $3,740-19.4% |
| Admin fee / account holder | $1,348 | $3,984-66.2% | $6,684-79.8% | $5,306-74.6% |