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 | $53,705 | $181,894-70.5% | $156,549-65.7% | $273,961-80.4% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | -4.11% | 30.74%-34.8pp | 32.23%-36.3pp | 41.45%-45.6pp |
| Employer contribution / active EE | $2,890 | $6,248-53.7% | $5,501-47.5% | $4,869-40.6% |
| Participant deferral / active EE | $6,254 | $5,550+12.7% | $4,871+28.4% | $5,287+18.3% |
| Admin fee / account holder | $144,726 | $15,559+830.2% | $13,027+1010.9% | $10,132+1328.4% |