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 | $36,503 | $64,707-43.6% | $112,228-67.5% | $68,494-46.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -19.98% | -11.40%-8.6pp | 27.45%-47.4pp | -7.84%-12.1pp |
| Employer contribution / active EE | $3,558 | $2,746+29.6% | $3,635-2.1% | $2,596+37.1% |
| Participant deferral / active EE | $3,818 | $3,565+7.1% | $4,728-19.3% | $4,027-5.2% |
| Admin fee / account holder | $800 | $5,232-84.7% | $6,410-87.5% | $5,403-85.2% |