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 | $44,096 | $72,404-39.1% | $110,238-60.0% | $64,186-31.3% |
| Participation rate | 93.3% | 73.3%+20.0pp | 79.8%+13.5pp | 69.6%+23.8pp |
| Annual return | -7.86% | -6.29%-1.6pp | 314.74%-322.6pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,634 | $2,282-28.4% | $3,826-57.3% | $2,381-31.4% |
| Participant deferral / active EE | $3,488 | $3,469+0.5% | $4,672-25.3% | $3,470+0.5% |
| Admin fee / account holder | $1,141 | $5,664-79.9% | $8,547-86.7% | $4,888-76.7% |