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 | $29,789 | $153,311-80.6% | $109,313-72.7% | $273,961-89.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -4.32% | 29.86%-34.2pp | 22.07%-26.4pp | 41.45%-45.8pp |
| Employer contribution / active EE | $1,798 | $5,619-68.0% | $3,892-53.8% | $4,869-63.1% |
| Participant deferral / active EE | $4,196 | $3,932+6.7% | $3,166+32.5% | $5,287-20.6% |
| Admin fee / account holder | $14,611 | $8,076+80.9% | $5,666+157.9% | $10,132+44.2% |