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 | $23,800 | $60,022-60.3% | $88,946-73.2% | $84,808-71.9% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | -4.01% | 22.43%-26.4pp | 57.82%-61.8pp | 40.90%-44.9pp |
| Employer contribution / active EE | $2,475 | $1,703+45.4% | $2,555-3.1% | $2,631-5.9% |
| Participant deferral / active EE | $1,284 | $3,114-58.8% | $4,581-72.0% | $4,212-69.5% |
| Admin fee / account holder | $3,064 | $4,811-36.3% | $8,261-62.9% | $7,344-58.3% |