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 | $17,685 | $91,190-80.6% | $178,490-90.1% | $79,858-77.9% |
| Participation rate | 97.0% | 69.2%+27.8pp | 81.9%+15.0pp | 69.6%+27.3pp |
| Annual return | -0.88% | 24.19%-25.1pp | 151.07%-151.9pp | 31.71%-32.6pp |
| Employer contribution / active EE | $719 | $3,256-77.9% | $5,011-85.7% | $2,471-70.9% |
| Participant deferral / active EE | $1,593 | $3,236-50.8% | $5,202-69.4% | $3,740-57.4% |
| Admin fee / account holder | $316 | $6,751-95.3% | $13,984-97.7% | $5,306-94.0% |