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 | $50,386 | $57,354-12.1% | $83,848-39.9% | $64,186-21.5% |
| Participation rate | 81.3% | 68.6%+12.6pp | 76.1%+5.1pp | 69.6%+11.7pp |
| Annual return | -8.98% | 11.38%-20.4pp | 850.88%-859.9pp | 7.63%-16.6pp |
| Employer contribution / active EE | $4,866 | $2,545+91.2% | $3,631+34.0% | $2,381+104.4% |
| Participant deferral / active EE | $4,756 | $2,993+58.9% | $4,082+16.5% | $3,470+37.1% |
| Admin fee / account holder | $544 | $4,046-86.6% | $5,478-90.1% | $4,888-88.9% |