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 | $55,927 | $69,977-20.1% | $108,579-48.5% | $62,891-11.1% |
| Participation rate | 82.5% | 72.9%+9.6pp | 79.6%+2.9pp | 69.3%+13.2pp |
| Annual return | 0.36% | 10.73%-10.4pp | -51.70%+52.1pp | 20.14%-19.8pp |
| Employer contribution / active EE | $1,856 | $2,135-13.1% | $3,758-50.6% | $2,281-18.6% |
| Participant deferral / active EE | $3,301 | $3,165+4.3% | $4,311-23.4% | $3,203+3.1% |
| Admin fee / account holder | $565 | $5,076-88.9% | $7,645-92.6% | $4,296-86.8% |