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 | $54,964 | $56,897-3.4% | $84,750-35.1% | $62,891-12.6% |
| Participation rate | 88.0% | 68.5%+19.5pp | 76.6%+11.4pp | 69.3%+18.7pp |
| Annual return | -6.34% | 6.30%-12.6pp | 22.78%-29.1pp | 20.14%-26.5pp |
| Employer contribution / active EE | $4,320 | $2,400+80.0% | $3,574+20.9% | $2,281+89.4% |
| Participant deferral / active EE | $3,515 | $2,709+29.7% | $3,712-5.3% | $3,203+9.7% |
| Admin fee / account holder | $4,190 | $3,581+17.0% | $5,332-21.4% | $4,296-2.5% |