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 | $48,466 | $57,354-15.5% | $83,848-42.2% | $64,186-24.5% |
| Participation rate | 78.4% | 68.6%+9.8pp | 76.1%+2.2pp | 69.6%+8.8pp |
| Annual return | -9.28% | 11.38%-20.7pp | 850.88%-860.2pp | 7.63%-16.9pp |
| Employer contribution / active EE | $2,382 | $2,545-6.4% | $3,631-34.4% | $2,3810% |
| Participant deferral / active EE | $4,370 | $2,993+46.0% | $4,082+7.1% | $3,470+26.0% |
| Admin fee / account holder | $1,264 | $4,046-68.8% | $5,478-76.9% | $4,888-74.1% |