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 | $60,416 | $71,883-16.0% | $86,677-30.3% | $68,494-11.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -42.85% | 3.52%-46.4pp | 35.91%-78.8pp | -7.84%-35.0pp |
| Employer contribution / active EE | $3,830 | $2,173+76.3% | $2,836+35.0% | $2,596+47.5% |
| Participant deferral / active EE | $11,538 | $3,779+205.3% | $4,656+147.8% | $4,027+186.5% |
| Admin fee / account holder | $2,881 | $6,112-52.9% | $7,493-61.6% | $5,403-46.7% |