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 9-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 | $52,653 | $65,685-19.8% | $57,179-7.9% | $273,961-80.8% |
| Participation rate | 78.6% | 78.3%+0.2pp | 75.3%+3.2pp | 83.0%-4.4pp |
| Annual return | -5.05% | 21.99%-27.0pp | 14.59%-19.6pp | 41.45%-46.5pp |
| Employer contribution / active EE | $4,830 | $3,279+47.3% | $2,682+80.1% | $4,869-0.8% |
| Participant deferral / active EE | $7,265 | $3,782+92.1% | $3,096+134.6% | $5,287+37.4% |
| Admin fee / account holder | $4,076 | $4,835-15.7% | $3,139+29.8% | $10,132-59.8% |