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 | $48,792 | $77,813-37.3% | $123,544-60.5% | $64,186-24.0% |
| Participation rate | 77.8% | 74.7%+3.1pp | 82.3%-4.5pp | 69.6%+8.2pp |
| Annual return | -8.48% | 12.48%-21.0pp | 119.20%-127.7pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,611 | $3,014-46.5% | $4,628-65.2% | $2,381-32.3% |
| Participant deferral / active EE | $2,771 | $5,240-47.1% | $6,426-56.9% | $3,470-20.1% |
| Admin fee / account holder | $924 | $5,519-83.3% | $9,284-90.0% | $4,888-81.1% |