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 | $43,374 | $99,341-56.3% | $84,750-48.8% | $273,961-84.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -1.81% | 22.93%-24.7pp | 22.78%-24.6pp | 41.45%-43.3pp |
| Employer contribution / active EE | $2,464 | $4,214-41.5% | $3,574-31.1% | $4,869-49.4% |
| Participant deferral / active EE | $7,308 | $4,269+71.2% | $3,712+96.9% | $5,287+38.2% |
| Admin fee / account holder | $1,214 | $6,644-81.7% | $5,332-77.2% | $10,132-88.0% |