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 | $52,590 | $71,883-26.8% | $86,677-39.3% | $68,494-23.2% |
| Participation rate | 80.0% | 72.2%+7.8pp | 76.6%+3.4pp | 67.9%+12.1pp |
| Annual return | -21.36% | 3.52%-24.9pp | 35.91%-57.3pp | -7.84%-13.5pp |
| Employer contribution / active EE | $2,007 | $2,173-7.6% | $2,836-29.2% | $2,596-22.7% |
| Participant deferral / active EE | $5,781 | $3,779+53.0% | $4,656+24.2% | $4,027+43.5% |
| Admin fee / account holder | $2,191 | $6,112-64.1% | $7,493-70.8% | $5,403-59.4% |