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 | $26,113 | $73,867-64.6% | $143,757-81.8% | $68,494-61.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -20.70% | 1.01%-21.7pp | -0.04%-20.7pp | -7.84%-12.9pp |
| Employer contribution / active EE | $3,491 | $3,184+9.7% | $4,951-29.5% | $2,596+34.5% |
| Participant deferral / active EE | $3,403 | $3,384+0.5% | $5,637-39.6% | $4,027-15.5% |
| Admin fee / account holder | $1,819 | $5,755-68.4% | $14,673-87.6% | $5,403-66.3% |