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 | $52,567 | $57,354-8.3% | $83,848-37.3% | $64,186-18.1% |
| Participation rate | 92.2% | 68.6%+23.6pp | 76.1%+16.0pp | 69.6%+22.6pp |
| Annual return | -8.75% | 11.38%-20.1pp | 850.88%-859.6pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,080 | $2,545-57.6% | $3,631-70.2% | $2,381-54.6% |
| Participant deferral / active EE | $2,246 | $2,993-24.9% | $4,082-45.0% | $3,470-35.3% |
| Admin fee / account holder | $3,349 | $4,046-17.2% | $5,478-38.9% | $4,888-31.5% |