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 | $42,101 | $58,208-27.7% | $81,812-48.5% | $80,856-47.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | -4.45% | 41.66%-46.1pp | 773.79%-778.2pp | 35.59%-40.0pp |
| Employer contribution / active EE | $3,057 | $2,340+30.7% | $2,912+5.0% | $2,755+11.0% |
| Participant deferral / active EE | $2,097 | $3,281-36.1% | $4,319-51.4% | $4,296-51.2% |
| Admin fee / account holder | $5,838 | $4,981+17.2% | $7,386-21.0% | $6,918-15.6% |