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 | $47,915 | $73,933-35.2% | $96,683-50.4% | $75,163-36.3% |
| Participation rate | 87.0% | 66.4%+20.6pp | 74.3%+12.7pp | 67.2%+19.8pp |
| Annual return | -7.07% | 26.70%-33.8pp | 35.69%-42.8pp | 160.62%-167.7pp |
| Employer contribution / active EE | $1,389 | $2,928-52.6% | $3,737-62.8% | $2,670-48.0% |
| Participant deferral / active EE | $2,893 | $3,659-20.9% | $4,878-40.7% | $4,125-29.9% |
| Admin fee / account holder | $10,353 | $5,216+98.5% | $6,730+53.8% | $5,651+83.2% |