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 | $42,746 | $64,707-33.9% | $112,228-61.9% | $68,494-37.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -19.55% | -11.40%-8.1pp | 27.45%-47.0pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,983 | $2,746+8.6% | $3,635-17.9% | $2,596+14.9% |
| Participant deferral / active EE | $5,471 | $3,565+53.5% | $4,728+15.7% | $4,027+35.8% |
| Admin fee / account holder | $2,795 | $5,232-46.6% | $6,410-56.4% | $5,403-48.3% |