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 | $55,243 | $62,586-11.7% | $76,768-28.0% | $64,186-13.9% |
| Participation rate | 90.9% | 72.8%+18.1pp | 77.0%+13.9pp | 69.6%+21.3pp |
| Annual return | -8.53% | -1.95%-6.6pp | 2.43%-11.0pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,082 | $1,832-40.9% | $2,485-56.4% | $2,381-54.5% |
| Participant deferral / active EE | $3,374 | $3,145+7.3% | $3,852-12.4% | $3,470-2.8% |
| Admin fee / account holder | $19,188 | $4,667+311.1% | $6,675+187.5% | $4,888+292.6% |