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 | $54,454 | $71,883-24.2% | $86,677-37.2% | $68,494-20.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -22.70% | 3.52%-26.2pp | 35.91%-58.6pp | -7.84%-14.9pp |
| Employer contribution / active EE | $2,196 | $2,173+1.1% | $2,836-22.6% | $2,596-15.4% |
| Participant deferral / active EE | $3,887 | $3,779+2.9% | $4,656-16.5% | $4,027-3.5% |
| Admin fee / account holder | $7,963 | $6,112+30.3% | $7,493+6.3% | $5,403+47.4% |