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 | $39,290 | $90,503-56.6% | $78,689-50.1% | $273,961-85.7% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | -1.09% | 75.60%-76.7pp | 62.18%-63.3pp | 41.45%-42.5pp |
| Employer contribution / active EE | $220 | $3,176-93.1% | $2,851-92.3% | $4,869-95.5% |
| Participant deferral / active EE | $599 | $3,901-84.7% | $3,517-83.0% | $5,287-88.7% |
| Admin fee / account holder | $1,332 | $5,263-74.7% | $4,510-70.5% | $10,132-86.8% |