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 | $30,875 | $56,484-45.3% | $169,463-81.8% | $64,186-51.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -32.17% | -1.55%-30.6pp | 1.83%-34.0pp | 7.63%-39.8pp |
| Employer contribution / active EE | $2,556 | $1,832+39.5% | $4,159-38.5% | $2,381+7.4% |
| Participant deferral / active EE | $3,198 | $3,448-7.3% | $5,277-39.4% | $3,470-7.8% |
| Admin fee / account holder | $1,567 | $4,174-62.5% | $9,109-82.8% | $4,888-67.9% |