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 | $18,363 | $52,836-65.2% | $105,738-82.6% | $64,186-71.4% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | -8.83% | 14.30%-23.1pp | 6.27%-15.1pp | 7.63%-16.5pp |
| Employer contribution / active EE | $3,748 | $1,827+105.1% | $3,268+14.7% | $2,381+57.4% |
| Participant deferral / active EE | $976 | $2,545-61.7% | $4,080-76.1% | $3,470-71.9% |
| Admin fee / account holder | $523 | $3,959-86.8% | $6,913-92.4% | $4,888-89.3% |