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 | $64,962 | $65,703-1.1% | $94,224-31.1% | $59,632+8.9% |
| Participation rate | 82.4% | 72.1%+10.2pp | 78.8%+3.6pp | 68.7%+13.7pp |
| Annual return | -3.19% | 5.22%-8.4pp | 10.68%-13.9pp | 2041.28%-2044.5pp |
| Employer contribution / active EE | $4,561 | $2,021+125.7% | $3,587+27.2% | $2,203+107.1% |
| Participant deferral / active EE | $3,256 | $3,143+3.6% | $4,320-24.6% | $3,192+2.0% |
| Admin fee / account holder | $1,595 | $4,264-62.6% | $6,269-74.6% | $4,297-62.9% |