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 | $41,386 | $154,117-73.1% | $129,995-68.2% | $139,434-70.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 0.43% | 32.48%-32.0pp | -137.18%+137.6pp | 372.94%-372.5pp |
| Employer contribution / active EE | $1,414 | $5,289-73.3% | $4,320-67.3% | $4,751-70.2% |
| Participant deferral / active EE | $2,423 | $6,710-63.9% | $5,820-58.4% | $6,710-63.9% |
| Admin fee / account holder | $832 | $14,007-94.1% | $10,614-92.2% | $11,403-92.7% |