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 | $28,907 | $77,813-62.9% | $123,544-76.6% | $64,186-55.0% |
| Participation rate | 76.6% | 74.7%+1.9pp | 82.3%-5.7pp | 69.6%+7.0pp |
| Annual return | -8.99% | 12.48%-21.5pp | 119.20%-128.2pp | 7.63%-16.6pp |
| Employer contribution / active EE | $5,396 | $3,014+79.0% | $4,628+16.6% | $2,381+126.6% |
| Participant deferral / active EE | $2,688 | $5,240-48.7% | $6,426-58.2% | $3,470-22.5% |
| Admin fee / account holder | $1,289 | $5,519-76.6% | $9,284-86.1% | $4,888-73.6% |