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 | $31,344 | $56,484-44.5% | $169,463-81.5% | $64,186-51.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -8.98% | -1.55%-7.4pp | 1.83%-10.8pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,161 | $1,832-36.6% | $4,159-72.1% | $2,381-51.2% |
| Participant deferral / active EE | $1,632 | $3,448-52.7% | $5,277-69.1% | $3,470-53.0% |
| Admin fee / account holder | $528 | $4,174-87.4% | $9,109-94.2% | $4,888-89.2% |