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 | $34,699 | $71,480-51.5% | $90,782-61.8% | $64,186-45.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.6%+30.4pp |
| Annual return | -7.86% | -4.25%-3.6pp | -3.42%-4.4pp | 7.63%-15.5pp |
| Employer contribution / active EE | $8,259 | $3,415+141.9% | $4,105+101.2% | $2,381+246.9% |
| Participant deferral / active EE | $3,083 | $4,302-28.3% | $5,366-42.5% | $3,470-11.1% |
| Admin fee / account holder | $1,781 | $6,309-71.8% | $5,908-69.9% | $4,888-63.6% |