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 | $46,570 | $118,680-60.8% | $98,907-52.9% | $158,922-70.7% |
| Participation rate | 85.0% | 77.8%+7.2pp | 76.0%+9.0pp | 82.0%+3.0pp |
| Annual return | -0.35% | 372.35%-372.7pp | 196.43%-196.8pp | 302.83%-303.2pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,271 | $5,088-35.7% | $4,244-22.9% | $5,982-45.3% |
| Admin fee / account holder | $7,076 | $10,131-30.2% | $6,642+6.5% | $11,246-37.1% |