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 | $35,541 | $52,279-32.0% | $89,391-60.2% | $79,858-55.5% |
| Participation rate | 81.5% | 57.5%+23.9pp | 68.0%+13.5pp | 69.6%+11.8pp |
| Annual return | -8.37% | 22.16%-30.5pp | 245.62%-254.0pp | 31.71%-40.1pp |
| Employer contribution / active EE | $449 | $1,572-71.4% | $2,586-82.6% | $2,471-81.8% |
| Participant deferral / active EE | $3,553 | $2,740+29.7% | $3,890-8.7% | $3,740-5.0% |
| Admin fee / account holder | $4,085 | $3,356+21.7% | $4,881-16.3% | $5,306-23.0% |