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 | $43,667 | $52,681-17.1% | $75,781-42.4% | $59,632-26.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -3.57% | 2.95%-6.5pp | 9.68%-13.2pp | 2041.28%-2044.9pp |
| Employer contribution / active EE | $396 | $2,193-81.9% | $3,323-88.1% | $2,203-82.0% |
| Participant deferral / active EE | $1,982 | $2,591-23.5% | $3,651-45.7% | $3,192-37.9% |
| Admin fee / account holder | $2,692 | $3,610-25.4% | $5,299-49.2% | $4,297-37.3% |