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 | $32,487 | $57,354-43.4% | $83,848-61.3% | $64,186-49.4% |
| Participation rate | 77.4% | 68.6%+8.8pp | 76.1%+1.3pp | 69.6%+7.9pp |
| Annual return | -9.77% | 11.38%-21.1pp | 850.88%-860.6pp | 7.63%-17.4pp |
| Employer contribution / active EE | $2,353 | $2,545-7.6% | $3,631-35.2% | $2,381-1.2% |
| Participant deferral / active EE | $3,431 | $2,993+14.6% | $4,082-16.0% | $3,470-1.1% |
| Admin fee / account holder | $1,484 | $4,046-63.3% | $5,478-72.9% | $4,888-69.6% |