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 | $39,401 | $71,883-45.2% | $86,677-54.5% | $68,494-42.5% |
| Participation rate | 98.0% | 72.2%+25.7pp | 76.6%+21.4pp | 67.9%+30.1pp |
| Annual return | -20.57% | 3.52%-24.1pp | 35.91%-56.5pp | -7.84%-12.7pp |
| Employer contribution / active EE | $5,532 | $2,173+154.6% | $2,836+95.0% | $2,596+113.1% |
| Participant deferral / active EE | $4,797 | $3,779+27.0% | $4,656+3.0% | $4,027+19.1% |
| Admin fee / account holder | $4,768 | $6,112-22.0% | $7,493-36.4% | $5,403-11.8% |