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 | $23,038 | $77,813-70.4% | $123,544-81.4% | $64,186-64.1% |
| Participation rate | 82.1% | 74.7%+7.4pp | 82.3%-0.2pp | 69.6%+12.6pp |
| Annual return | -13.88% | 12.48%-26.4pp | 119.20%-133.1pp | 7.63%-21.5pp |
| Employer contribution / active EE | $3,492 | $3,014+15.9% | $4,628-24.5% | $2,381+46.7% |
| Participant deferral / active EE | $7,050 | $5,240+34.6% | $6,426+9.7% | $3,470+103.2% |
| Admin fee / account holder | $608 | $5,519-89.0% | $9,284-93.4% | $4,888-87.6% |