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 | $29,273 | $40,256-27.3% | $57,343-49.0% | $59,632-50.9% |
| Participation rate | 91.7% | 69.2%+22.5pp | 75.1%+16.6pp | 68.7%+23.0pp |
| Annual return | -2.86% | 27.49%-30.4pp | 24.39%-27.3pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $2,374 | $1,922+23.5% | $2,689-11.7% | $2,203+7.8% |
| Participant deferral / active EE | $5,566 | $2,399+132.0% | $3,162+76.0% | $3,192+74.4% |
| Admin fee / account holder | $11,086 | $2,818+293.5% | $3,356+230.4% | $4,297+158.0% |