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 | $77,597 | $69,977+10.9% | $108,579-28.5% | $62,891+23.4% |
| Participation rate | 86.6% | 72.9%+13.7pp | 79.6%+7.0pp | 69.3%+17.3pp |
| Annual return | -4.17% | 10.73%-14.9pp | -51.70%+47.5pp | 20.14%-24.3pp |
| Employer contribution / active EE | $1,852 | $2,135-13.3% | $3,758-50.7% | $2,281-18.8% |
| Participant deferral / active EE | $3,611 | $3,165+14.1% | $4,311-16.2% | $3,203+12.7% |
| Admin fee / account holder | $10,680 | $5,076+110.4% | $7,645+39.7% | $4,296+148.6% |