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 | $57,504 | $99,341-42.1% | $84,750-32.1% | $273,961-79.0% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | -4.39% | 22.93%-27.3pp | 22.78%-27.2pp | 41.45%-45.8pp |
| Employer contribution / active EE | $1,387 | $4,214-67.1% | $3,574-61.2% | $4,869-71.5% |
| Participant deferral / active EE | $1,720 | $4,269-59.7% | $3,712-53.7% | $5,287-67.5% |
| Admin fee / account holder | $498 | $6,644-92.5% | $5,332-90.7% | $10,132-95.1% |