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 | $29,326 | $93,071-68.5% | $74,583-60.7% | $273,961-89.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | -1.46% | 26.18%-27.6pp | 20.47%-21.9pp | 41.45%-42.9pp |
| Employer contribution / active EE | $1,918 | $3,160-39.3% | $2,525-24.1% | $4,869-60.6% |
| Participant deferral / active EE | $1,687 | $4,160-59.4% | $3,458-51.2% | $5,287-68.1% |
| Admin fee / account holder | $424 | $5,272-92.0% | $4,138-89.7% | $10,132-95.8% |