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 | $59,906 | $57,354+4.5% | $83,848-28.6% | $64,186-6.7% |
| Participation rate | 93.5% | 68.6%+24.9pp | 76.1%+17.4pp | 69.6%+24.0pp |
| Annual return | -9.56% | 11.38%-20.9pp | 850.88%-860.4pp | 7.63%-17.2pp |
| Employer contribution / active EE | $2,048 | $2,545-19.5% | $3,631-43.6% | $2,381-14.0% |
| Participant deferral / active EE | $3,542 | $2,993+18.3% | $4,082-13.2% | $3,470+2.1% |
| Admin fee / account holder | $310 | $4,046-92.3% | $5,478-94.3% | $4,888-93.7% |