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 | $34,504 | $105,931-67.4% | $81,930-57.9% | $158,922-78.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | -0.62% | 38.17%-38.8pp | 29.49%-30.1pp | 302.83%-303.4pp |
| Employer contribution / active EE | $2,650 | $7,800-66.0% | $4,310-38.5% | $4,761-44.4% |
| Participant deferral / active EE | $2,420 | $13,003-81.4% | $7,107-65.9% | $5,982-59.5% |
| Admin fee / account holder | $903 | $8,489-89.4% | $5,158-82.5% | $11,246-92.0% |