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 | $40,250 | $85,790-53.1% | $67,313-40.2% | $135,375-70.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.11% | -0.54%-9.6pp | -4.08%-6.0pp | 519.73%-529.8pp |
| Employer contribution / active EE | $7,340 | $3,487+110.5% | $2,566+186.1% | $4,779+53.6% |
| Participant deferral / active EE | $8,041 | $4,651+72.9% | $3,568+125.4% | $5,609+43.4% |
| Admin fee / account holder | $641 | $6,392-90.0% | $4,507-85.8% | $10,827-94.1% |