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 | $47,284 | $77,813-39.2% | $123,544-61.7% | $64,186-26.3% |
| Participation rate | 93.9% | 74.7%+19.2pp | 82.3%+11.6pp | 69.6%+24.4pp |
| Annual return | -17.02% | 12.48%-29.5pp | 119.20%-136.2pp | 7.63%-24.7pp |
| Employer contribution / active EE | $2,714 | $3,014-10.0% | $4,628-41.4% | $2,381+14.0% |
| Participant deferral / active EE | $10,013 | $5,240+91.1% | $6,426+55.8% | $3,470+188.6% |
| Admin fee / account holder | $497 | $5,519-91.0% | $9,284-94.6% | $4,888-89.8% |