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 | $43,375 | $99,341-56.3% | $84,750-48.8% | $273,961-84.2% |
| Participation rate | 77.8% | 80.7%-2.9pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | -0.99% | 22.93%-23.9pp | 22.78%-23.8pp | 41.45%-42.4pp |
| Employer contribution / active EE | $2,728 | $4,214-35.3% | $3,574-23.7% | $4,869-44.0% |
| Participant deferral / active EE | $7,960 | $4,269+86.4% | $3,712+114.5% | $5,287+50.6% |
| Admin fee / account holder | $92,270 | $6,644+1288.8% | $5,332+1630.5% | $10,132+810.7% |