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 | $45,220 | $43,723+3.4% | $121,196-62.7% | $64,186-29.5% |
| Participation rate | 98.4% | 58.3%+40.1pp | 71.7%+26.6pp | 69.6%+28.8pp |
| Annual return | -9.73% | 68.91%-78.6pp | 16.93%-26.7pp | 7.63%-17.4pp |
| Employer contribution / active EE | $1,284 | $1,296-0.9% | $4,022-68.1% | $2,381-46.1% |
| Participant deferral / active EE | $2,310 | $2,280+1.3% | $3,344-30.9% | $3,470-33.4% |
| Admin fee / account holder | $1,425 | $3,501-59.3% | $5,019-71.6% | $4,888-70.8% |