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 | $31,141 | $45,283-31.2% | $155,790-80.0% | $52,331-40.5% |
| Participation rate | 98.2% | 62.2%+36.0pp | 76.1%+22.1pp | 68.1%+30.1pp |
| Annual return | -2.49% | 1.80%-4.3pp | 71.54%-74.0pp | 4.54%-7.0pp |
| Employer contribution / active EE | $2,789 | $1,329+109.9% | $3,836-27.3% | $1,882+48.2% |
| Participant deferral / active EE | $6,603 | $2,854+131.3% | $4,797+37.6% | $3,022+118.5% |
| Admin fee / account holder | $1,580 | $981+61.0% | $7,478-78.9% | $592+167.0% |