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 | $74,131 | $81,208-8.7% | $98,907-25.0% | $79,858-7.2% |
| Participation rate | 88.5% | 72.5%+16.0pp | 76.0%+12.4pp | 69.6%+18.8pp |
| Annual return | -10.84% | 60.99%-71.8pp | 196.43%-207.3pp | 31.71%-42.6pp |
| Employer contribution / active EE | $919 | $1,960-53.1% | $2,689-65.8% | $2,471-62.8% |
| Participant deferral / active EE | $3,797 | $3,265+16.3% | $4,244-10.5% | $3,740+1.5% |
| Admin fee / account holder | $1,565 | $6,013-74.0% | $6,642-76.4% | $5,306-70.5% |