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 | $48,433 | $99,341-51.2% | $84,750-42.9% | $273,961-82.3% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | -5.02% | 22.93%-27.9pp | 22.78%-27.8pp | 41.45%-46.5pp |
| Employer contribution / active EE | $1,843 | $4,214-56.3% | $3,574-48.5% | $4,869-62.2% |
| Participant deferral / active EE | $7,433 | $4,269+74.1% | $3,712+100.3% | $5,287+40.6% |
| Admin fee / account holder | $144,436 | $6,644+2073.9% | $5,332+2608.8% | $10,132+1325.6% |