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 | $68,311 | $43,327+57.7% | $59,878+14.1% | $64,186+6.4% |
| Participation rate | 82.1% | 69.2%+12.9pp | 74.7%+7.4pp | 69.6%+12.5pp |
| Annual return | -7.01% | -1.55%-5.5pp | 3.46%-10.5pp | 7.63%-14.6pp |
| Employer contribution / active EE | $902 | $2,028-55.5% | $2,722-66.9% | $2,381-62.1% |
| Participant deferral / active EE | $5,517 | $2,546+116.7% | $3,402+62.2% | $3,470+59.0% |
| Admin fee / account holder | $15,919 | $3,005+429.7% | $3,590+343.4% | $4,888+225.7% |