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 | $20,089 | $101,069-80.1% | $81,478-75.3% | $147,584-86.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | -1.54% | 32.40%-33.9pp | 38.78%-40.3pp | 578.55%-580.1pp |
| Employer contribution / active EE | $8,152 | $3,205+154.3% | $2,568+217.5% | $4,876+67.2% |
| Participant deferral / active EE | $4,613 | $4,242+8.8% | $3,537+30.4% | $5,439-15.2% |
| Admin fee / account holder | $388 | $5,812-93.3% | $4,561-91.5% | $10,885-96.4% |