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 | $19,590 | $52,836-62.9% | $105,738-81.5% | $64,186-69.5% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | -8.43% | 14.30%-22.7pp | 6.27%-14.7pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,298 | $1,827-29.0% | $3,268-60.3% | $2,381-45.5% |
| Participant deferral / active EE | $1,718 | $2,545-32.5% | $4,080-57.9% | $3,470-50.5% |
| Admin fee / account holder | $2,982 | $3,959-24.7% | $6,913-56.9% | $4,888-39.0% |