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 | $29,895 | $90,503-67.0% | $78,689-62.0% | $273,961-89.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -3.21% | 75.60%-78.8pp | 62.18%-65.4pp | 41.45%-44.7pp |
| Employer contribution / active EE | $1,568 | $3,176-50.6% | $2,851-45.0% | $4,869-67.8% |
| Participant deferral / active EE | $3,292 | $3,901-15.6% | $3,517-6.4% | $5,287-37.7% |
| Admin fee / account holder | $737 | $5,263-86.0% | $4,510-83.7% | $10,132-92.7% |