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 | $45,234 | $99,877-54.7% | $84,966-46.8% | $145,922-69.0% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | -2.00% | 83.76%-85.8pp | 66.38%-68.4pp | 561.29%-563.3pp |
| Employer contribution / active EE | $1,082 | $3,231-66.5% | $2,727-60.3% | $4,660-76.8% |
| Participant deferral / active EE | $3,857 | $5,291-27.1% | $4,519-14.7% | $6,688-42.3% |
| Admin fee / account holder | $21,483 | $7,248+196.4% | $6,149+249.4% | $13,397+60.4% |