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 | $28,463 | $50,958-44.1% | $74,550-61.8% | $64,186-55.7% |
| Participation rate | 87.1% | 61.1%+26.0pp | 69.1%+18.0pp | 69.6%+17.5pp |
| Annual return | -8.05% | -1.86%-6.2pp | 32.53%-40.6pp | 7.63%-15.7pp |
| Employer contribution / active EE | $782 | $1,115-29.9% | $1,961-60.1% | $2,381-67.2% |
| Participant deferral / active EE | $3,920 | $2,301+70.3% | $3,108+26.1% | $3,470+13.0% |
| Admin fee / account holder | $3,657 | $4,223-13.4% | $5,060-27.7% | $4,888-25.2% |