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 | $31,403 | $82,032-61.7% | $123,104-74.5% | $59,632-47.3% |
| Participation rate | 98.3% | 83.2%+15.1pp | 86.8%+11.5pp | 68.7%+29.6pp |
| Annual return | -3.03% | 5.12%-8.1pp | 13.22%-16.2pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $2,313 | $3,297-29.8% | $5,151-55.1% | $2,203+5.0% |
| Participant deferral / active EE | $3,539 | $4,667-24.2% | $6,230-43.2% | $3,192+10.9% |
| Admin fee / account holder | $683 | $5,881-88.4% | $9,015-92.4% | $4,297-84.1% |