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 | $54,576 | $86,891-37.2% | $142,449-61.7% | $75,163-27.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.8%+23.2pp | 67.2%+32.8pp |
| Annual return | -5.53% | 23.31%-28.8pp | 19.99%-25.5pp | 160.62%-166.1pp |
| Employer contribution / active EE | $4,277 | $3,355+27.5% | $4,847-11.8% | $2,670+60.2% |
| Participant deferral / active EE | $5,915 | $4,938+19.8% | $6,283-5.9% | $4,125+43.4% |
| Admin fee / account holder | $4,480 | $7,299-38.6% | $10,011-55.3% | $5,651-20.7% |