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 | $50,258 | $62,586-19.7% | $76,768-34.5% | $64,186-21.7% |
| Participation rate | 96.3% | 72.8%+23.5pp | 77.0%+19.3pp | 69.6%+26.7pp |
| Annual return | -8.05% | -1.95%-6.1pp | 2.43%-10.5pp | 7.63%-15.7pp |
| Employer contribution / active EE | $7,208 | $1,832+293.4% | $2,485+190.0% | $2,381+202.7% |
| Participant deferral / active EE | $4,314 | $3,145+37.2% | $3,852+12.0% | $3,470+24.3% |
| Admin fee / account holder | $903 | $4,667-80.7% | $6,675-86.5% | $4,888-81.5% |