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 | $32,427 | $72,404-55.2% | $110,238-70.6% | $64,186-49.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -10.25% | -6.29%-4.0pp | 314.74%-325.0pp | 7.63%-17.9pp |
| Employer contribution / active EE | $1,791 | $2,282-21.5% | $3,826-53.2% | $2,381-24.8% |
| Participant deferral / active EE | $4,148 | $3,469+19.6% | $4,672-11.2% | $3,470+19.6% |
| Admin fee / account holder | $3,759 | $5,664-33.6% | $8,547-56.0% | $4,888-23.1% |