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 | $30,094 | $91,190-67.0% | $178,490-83.1% | $79,858-62.3% |
| Participation rate | 97.7% | 69.2%+28.5pp | 81.9%+15.8pp | 69.6%+28.1pp |
| Annual return | -0.28% | 24.19%-24.5pp | 151.07%-151.4pp | 31.71%-32.0pp |
| Employer contribution / active EE | $3,178 | $3,256-2.4% | $5,011-36.6% | $2,471+28.6% |
| Participant deferral / active EE | $1,682 | $3,236-48.0% | $5,202-67.7% | $3,740-55.0% |
| Admin fee / account holder | $666 | $6,751-90.1% | $13,984-95.2% | $5,306-87.4% |