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 | $25,432 | $77,813-67.3% | $123,544-79.4% | $64,186-60.4% |
| Participation rate | 94.2% | 74.7%+19.5pp | 82.3%+11.9pp | 69.6%+24.7pp |
| Annual return | -8.87% | 12.48%-21.4pp | 119.20%-128.1pp | 7.63%-16.5pp |
| Employer contribution / active EE | $2,744 | $3,014-9.0% | $4,628-40.7% | $2,381+15.3% |
| Participant deferral / active EE | $4,899 | $5,240-6.5% | $6,426-23.8% | $3,470+41.2% |
| Admin fee / account holder | $888 | $5,519-83.9% | $9,284-90.4% | $4,888-81.8% |