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 | $35,089 | $45,863-23.5% | $77,024-54.4% | $68,494-48.8% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -20.64% | 1.72%-22.4pp | 42.32%-63.0pp | -7.84%-12.8pp |
| Employer contribution / active EE | $1,725 | $1,650+4.6% | $2,812-38.7% | $2,596-33.6% |
| Participant deferral / active EE | $2,896 | $2,962-2.2% | $4,426-34.6% | $4,027-28.1% |
| Admin fee / account holder | $890 | $3,041-70.7% | $5,425-83.6% | $5,403-83.5% |