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 | $55,729 | $167,307-66.7% | $143,757-61.2% | $134,475-58.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.79% | 0.46%-22.2pp | -0.04%-21.7pp | 417.96%-439.8pp |
| Employer contribution / active EE | $1,711 | $5,619-69.6% | $4,951-65.4% | $4,740-63.9% |
| Participant deferral / active EE | $5,015 | $6,446-22.2% | $5,637-11.0% | $6,400-21.6% |
| Admin fee / account holder | $4,468 | $18,088-75.3% | $14,673-69.6% | $11,426-60.9% |