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 | $52,143 | $54,320-4.0% | $67,652-22.9% | $52,331-0.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | -5.60% | 6.81%-12.4pp | 6625.04%-6630.6pp | 4.54%-10.1pp |
| Employer contribution / active EE | $835 | $1,544-45.9% | $2,266-63.1% | $1,882-55.6% |
| Participant deferral / active EE | $3,678 | $2,950+24.7% | $3,560+3.3% | $3,022+21.7% |
| Admin fee / account holder | $7,460 | $527+1316.6% | $4,821+54.7% | $592+1160.9% |