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 | $54,844 | $109,359-49.8% | $162,163-66.2% | $72,985-24.9% |
| Participation rate | 85.3% | 84.3%+1.0pp | 87.6%-2.3pp | 69.5%+15.8pp |
| Annual return | -0.44% | 25.46%-25.9pp | 115.59%-116.0pp | 81.00%-81.4pp |
| Employer contribution / active EE | $2,349 | $3,907-39.9% | $5,614-58.2% | $2,440-3.7% |
| Participant deferral / active EE | $5,079 | $5,481-7.3% | $7,298-30.4% | $3,607+40.8% |
| Admin fee / account holder | $1,645 | $7,972-79.4% | $10,843-84.8% | $5,124-67.9% |