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 | $50,434 | $49,177+2.6% | $79,464-36.5% | $64,186-21.4% |
| Participation rate | 84.6% | 65.0%+19.6pp | 73.3%+11.3pp | 69.6%+15.0pp |
| Annual return | -8.40% | -1.16%-7.2pp | 718.14%-726.5pp | 7.63%-16.0pp |
| Employer contribution / active EE | $357 | $2,076-82.8% | $2,800-87.3% | $2,381-85.0% |
| Participant deferral / active EE | $2,551 | $2,821-9.6% | $3,704-31.1% | $3,470-26.5% |
| Admin fee / account holder | $751 | $3,839-80.4% | $5,113-85.3% | $4,888-84.6% |