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 | $84,028 | $65,041+29.2% | $90,951-7.6% | $79,858+5.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | -0.96% | 30.45%-31.4pp | 134.60%-135.6pp | 31.71%-32.7pp |
| Employer contribution / active EE | $444 | $1,247-64.4% | $2,122-79.1% | $2,471-82.0% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,206 | $4,536-51.4% | $5,959-63.0% | $5,306-58.4% |