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 | $45,913 | $73,867-37.8% | $143,757-68.1% | $68,494-33.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.86% | 1.01%-20.9pp | -0.04%-19.8pp | -7.84%-12.0pp |
| Employer contribution / active EE | $3,175 | $3,184-0.3% | $4,951-35.9% | $2,596+22.3% |
| Participant deferral / active EE | $3,605 | $3,384+6.5% | $5,637-36.0% | $4,027-10.5% |
| Admin fee / account holder | $9,592 | $5,755+66.7% | $14,673-34.6% | $5,403+77.5% |