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 | $49,833 | $77,813-36.0% | $123,544-59.7% | $64,186-22.4% |
| Participation rate | 93.2% | 74.7%+18.5pp | 82.3%+10.9pp | 69.6%+23.6pp |
| Annual return | -9.13% | 12.48%-21.6pp | 119.20%-128.3pp | 7.63%-16.8pp |
| Employer contribution / active EE | $3,382 | $3,014+12.2% | $4,628-26.9% | $2,381+42.0% |
| Participant deferral / active EE | $7,573 | $5,240+44.5% | $6,426+17.9% | $3,470+118.3% |
| Admin fee / account holder | $5,234 | $5,519-5.2% | $9,284-43.6% | $4,888+7.1% |