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 | $21,095 | $90,503-76.7% | $78,689-73.2% | $273,961-92.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -3.41% | 75.60%-79.0pp | 62.18%-65.6pp | 41.45%-44.9pp |
| Employer contribution / active EE | $2,153 | $3,176-32.2% | $2,851-24.5% | $4,869-55.8% |
| Participant deferral / active EE | $3,275 | $3,901-16.1% | $3,517-6.9% | $5,287-38.1% |
| Admin fee / account holder | $1,223 | $5,263-76.8% | $4,510-72.9% | $10,132-87.9% |