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 | $29,131 | $91,190-68.1% | $178,490-83.7% | $79,858-63.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 1.94% | 24.19%-22.2pp | 151.07%-149.1pp | 31.71%-29.8pp |
| Employer contribution / active EE | $1,526 | $3,256-53.1% | $5,011-69.5% | $2,471-38.2% |
| Participant deferral / active EE | $2,893 | $3,236-10.6% | $5,202-44.4% | $3,740-22.6% |
| Admin fee / account holder | $2,182 | $6,751-67.7% | $13,984-84.4% | $5,306-58.9% |