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 | $47,022 | $82,664-43.1% | $125,339-62.5% | $68,494-31.3% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -24.76% | -5.97%-18.8pp | 572.05%-596.8pp | -7.84%-16.9pp |
| Employer contribution / active EE | $2,445 | $3,381-27.7% | $4,814-49.2% | $2,596-5.8% |
| Participant deferral / active EE | $4,834 | $6,110-20.9% | $7,446-35.1% | $4,027+20.0% |
| Admin fee / account holder | $3,895 | $6,275-37.9% | $10,010-61.1% | $5,403-27.9% |