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 | $74,312 | $72,404+2.6% | $110,238-32.6% | $64,186+15.8% |
| Participation rate | 98.6% | 73.3%+25.2pp | 79.8%+18.7pp | 69.6%+29.0pp |
| Annual return | -8.29% | -6.29%-2.0pp | 314.74%-323.0pp | 7.63%-15.9pp |
| Employer contribution / active EE | $626 | $2,282-72.6% | $3,826-83.6% | $2,381-73.7% |
| Participant deferral / active EE | $3,358 | $3,469-3.2% | $4,672-28.1% | $3,470-3.2% |
| Admin fee / account holder | $1,376 | $5,664-75.7% | $8,547-83.9% | $4,888-71.9% |