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 | $35,855 | $73,867-51.5% | $143,757-75.1% | $68,494-47.7% |
| Participation rate | 96.3% | 66.7%+29.6pp | 80.3%+16.0pp | 67.9%+28.4pp |
| Annual return | -19.59% | 1.01%-20.6pp | -0.04%-19.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,781 | $3,184-12.7% | $4,951-43.8% | $2,596+7.1% |
| Participant deferral / active EE | $5,630 | $3,384+66.3% | $5,637-0.1% | $4,027+39.8% |
| Admin fee / account holder | $1,447 | $5,755-74.8% | $14,673-90.1% | $5,403-73.2% |