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 | $41,733 | $50,958-18.1% | $74,550-44.0% | $64,186-35.0% |
| Participation rate | 87.5% | 61.1%+26.4pp | 69.1%+18.4pp | 69.6%+17.9pp |
| Annual return | -8.20% | -1.86%-6.3pp | 32.53%-40.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $3,028 | $1,115+171.5% | $1,961+54.4% | $2,381+27.2% |
| Participant deferral / active EE | $2,417 | $2,301+5.0% | $3,108-22.2% | $3,470-30.3% |
| Admin fee / account holder | $1,407 | $4,223-66.7% | $5,060-72.2% | $4,888-71.2% |