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 | $40,044 | $92,222-56.6% | $76,768-47.8% | $135,375-70.4% |
| Participation rate | 72.2% | 79.8%-7.5pp | 77.0%-4.7pp | 82.6%-10.4pp |
| Annual return | -10.70% | 5.46%-16.2pp | 2.43%-13.1pp | 519.73%-530.4pp |
| Employer contribution / active EE | $1,583 | $3,216-50.8% | $2,485-36.3% | $4,779-66.9% |
| Participant deferral / active EE | $2,050 | $4,509-54.5% | $3,852-46.8% | $5,609-63.4% |
| Admin fee / account holder | $1,897 | $10,748-82.4% | $6,675-71.6% | $10,827-82.5% |