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 | $45,494 | $52,379-13.1% | $46,225-1.6% | $273,961-83.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.5%+20.5pp | 83.0%+17.0pp |
| Annual return | -0.01% | 7.23%-7.2pp | 7.57%-7.6pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,658 | $4,226-37.1% | $3,424-22.4% | $4,869-45.4% |
| Participant deferral / active EE | $1,201 | $4,660-74.2% | $3,776-68.2% | $5,287-77.3% |
| Admin fee / account holder | $9,361 | $4,652+101.2% | $3,519+166.0% | $10,132-7.6% |