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 | $26,413 | $57,354-53.9% | $83,848-68.5% | $64,186-58.8% |
| Participation rate | 84.0% | 68.6%+15.4pp | 76.1%+7.9pp | 69.6%+14.4pp |
| Annual return | -9.96% | 11.38%-21.3pp | 850.88%-860.8pp | 7.63%-17.6pp |
| Employer contribution / active EE | $1,906 | $2,545-25.1% | $3,631-47.5% | $2,381-19.9% |
| Participant deferral / active EE | $3,717 | $2,993+24.2% | $4,082-8.9% | $3,470+7.1% |
| Admin fee / account holder | $528 | $4,046-87.0% | $5,478-90.4% | $4,888-89.2% |