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 | $27,067 | $99,341-72.8% | $84,750-68.1% | $273,961-90.1% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | -5.16% | 22.93%-28.1pp | 22.78%-27.9pp | 41.45%-46.6pp |
| Employer contribution / active EE | $842 | $4,214-80.0% | $3,574-76.4% | $4,869-82.7% |
| Participant deferral / active EE | $1,453 | $4,269-66.0% | $3,712-60.8% | $5,287-72.5% |
| Admin fee / account holder | $6,616 | $6,644-0.4% | $5,332+24.1% | $10,132-34.7% |