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 | $37,583 | $37,426+0.4% | $77,482-51.5% | $79,858-52.9% |
| Participation rate | 81.5% | 41.5%+40.0pp | 54.2%+27.3pp | 69.6%+11.8pp |
| Annual return | -0.64% | 39.70%-40.3pp | 54.79%-55.4pp | 31.71%-32.4pp |
| Employer contribution / active EE | $1,105 | $637+73.6% | $986+12.0% | $2,471-55.3% |
| Participant deferral / active EE | $2,475 | $1,260+96.5% | $1,861+33.0% | $3,740-33.8% |
| Admin fee / account holder | $7,895 | $2,504+215.3% | $2,858+176.3% | $5,306+48.8% |