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 | $53,434 | $149,734-64.3% | $118,925-55.1% | $158,922-66.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | -2.06% | 19.95%-22.0pp | 35.88%-37.9pp | 302.83%-304.9pp |
| Employer contribution / active EE | $1,460 | $4,115-64.5% | $3,263-55.2% | $4,761-69.3% |
| Participant deferral / active EE | $1,983 | $5,223-62.0% | $4,265-53.5% | $5,982-66.8% |
| Admin fee / account holder | $3,424 | $8,603-60.2% | $6,581-48.0% | $11,246-69.5% |