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 | $36,976 | $72,404-48.9% | $110,238-66.5% | $64,186-42.4% |
| Participation rate | 87.5% | 73.3%+14.2pp | 79.8%+7.7pp | 69.6%+17.9pp |
| Annual return | -8.42% | -6.29%-2.1pp | 314.74%-323.2pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,162 | $2,282-49.1% | $3,826-69.6% | $2,381-51.2% |
| Participant deferral / active EE | $2,109 | $3,469-39.2% | $4,672-54.9% | $3,470-39.2% |
| Admin fee / account holder | $5,557 | $5,664-1.9% | $8,547-35.0% | $4,888+13.7% |