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 | $41,845 | $77,813-46.2% | $123,544-66.1% | $64,186-34.8% |
| Participation rate | 83.3% | 74.7%+8.6pp | 82.3%+1.0pp | 69.6%+13.8pp |
| Annual return | -11.27% | 12.48%-23.8pp | 119.20%-130.5pp | 7.63%-18.9pp |
| Employer contribution / active EE | $4,396 | $3,014+45.9% | $4,628-5.0% | $2,381+84.7% |
| Participant deferral / active EE | $4,163 | $5,240-20.5% | $6,426-35.2% | $3,470+20.0% |
| Admin fee / account holder | $2,606 | $5,519-52.8% | $9,284-71.9% | $4,888-46.7% |