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 | $32,545 | $77,813-58.2% | $123,544-73.7% | $64,186-49.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -11.38% | 12.48%-23.9pp | 119.20%-130.6pp | 7.63%-19.0pp |
| Employer contribution / active EE | $1,964 | $3,014-34.8% | $4,628-57.6% | $2,381-17.5% |
| Participant deferral / active EE | $3,273 | $5,240-37.5% | $6,426-49.1% | $3,470-5.7% |
| Admin fee / account holder | $2,081 | $5,519-62.3% | $9,284-77.6% | $4,888-57.4% |