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 | $76,632 | $50,958+50.4% | $74,550+2.8% | $64,186+19.4% |
| Participation rate | 80.5% | 61.1%+19.4pp | 69.1%+11.3pp | 69.6%+10.9pp |
| Annual return | -9.55% | -1.86%-7.7pp | 32.53%-42.1pp | 7.63%-17.2pp |
| Employer contribution / active EE | $1,792 | $1,115+60.7% | $1,961-8.6% | $2,381-24.7% |
| Participant deferral / active EE | $4,561 | $2,301+98.2% | $3,108+46.7% | $3,470+31.5% |
| Admin fee / account holder | $625 | $4,223-85.2% | $5,060-87.6% | $4,888-87.2% |