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 | $29,062 | $43,327-32.9% | $59,878-51.5% | $64,186-54.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -8.51% | -1.55%-7.0pp | 3.46%-12.0pp | 7.63%-16.1pp |
| Employer contribution / active EE | $2,866 | $2,028+41.3% | $2,722+5.3% | $2,381+20.4% |
| Participant deferral / active EE | $1,709 | $2,546-32.9% | $3,402-49.8% | $3,470-50.7% |
| Admin fee / account holder | $1,030 | $3,005-65.7% | $3,590-71.3% | $4,888-78.9% |