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 | $27,672 | $39,162-29.3% | $100,671-72.5% | $59,632-53.6% |
| Participation rate | 77.4% | 55.9%+21.5pp | 70.7%+6.6pp | 68.7%+8.7pp |
| Annual return | -3.30% | 21.07%-24.4pp | 20.43%-23.7pp | 2041.28%-2044.6pp |
| Employer contribution / active EE | $1,570 | $1,151+36.5% | $4,012-60.9% | $2,203-28.7% |
| Participant deferral / active EE | $2,823 | $1,992+41.7% | $3,144-10.2% | $3,192-11.5% |
| Admin fee / account holder | $1,427 | $2,969-51.9% | $4,850-70.6% | $4,297-66.8% |