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 | $35,639 | $90,503-60.6% | $78,689-54.7% | $273,961-87.0% |
| Participation rate | 76.2% | 76.5%-0.3pp | 73.6%+2.6pp | 83.0%-6.8pp |
| Annual return | -1.37% | 75.60%-77.0pp | 62.18%-63.5pp | 41.45%-42.8pp |
| Employer contribution / active EE | $897 | $3,176-71.8% | $2,851-68.5% | $4,869-81.6% |
| Participant deferral / active EE | $2,800 | $3,901-28.2% | $3,517-20.4% | $5,287-47.0% |
| Admin fee / account holder | $6,322 | $5,263+20.1% | $4,510+40.2% | $10,132-37.6% |