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 | $26,495 | $43,327-38.8% | $59,878-55.8% | $64,186-58.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -7.57% | -1.55%-6.0pp | 3.46%-11.0pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,131 | $2,028+5.1% | $2,722-21.7% | $2,381-10.5% |
| Participant deferral / active EE | $2,782 | $2,546+9.3% | $3,402-18.2% | $3,470-19.8% |
| Admin fee / account holder | $3,800 | $3,005+26.4% | $3,590+5.8% | $4,888-22.3% |