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 | $35,307 | $62,586-43.6% | $76,768-54.0% | $64,186-45.0% |
| Participation rate | 77.8% | 72.8%+5.0pp | 77.0%+0.8pp | 69.6%+8.2pp |
| Annual return | -9.37% | -1.95%-7.4pp | 2.43%-11.8pp | 7.63%-17.0pp |
| Employer contribution / active EE | $2,542 | $1,832+38.8% | $2,485+2.3% | $2,381+6.8% |
| Participant deferral / active EE | $4,847 | $3,145+54.1% | $3,852+25.9% | $3,470+39.7% |
| Admin fee / account holder | $1,397 | $4,667-70.1% | $6,675-79.1% | $4,888-71.4% |