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 | $35,400 | $71,883-50.8% | $86,677-59.2% | $68,494-48.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -21.24% | 3.52%-24.8pp | 35.91%-57.1pp | -7.84%-13.4pp |
| Employer contribution / active EE | $1,008 | $2,173-53.6% | $2,836-64.5% | $2,596-61.2% |
| Participant deferral / active EE | $2,312 | $3,779-38.8% | $4,656-50.3% | $4,027-42.6% |
| Admin fee / account holder | $721 | $6,112-88.2% | $7,493-90.4% | $5,403-86.6% |