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 | $53,805 | $87,841-38.7% | $133,980-59.8% | $62,891-14.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | -1.01% | 12.05%-13.1pp | 29.30%-30.3pp | 20.14%-21.2pp |
| Employer contribution / active EE | $1,147 | $3,483-67.1% | $5,211-78.0% | $2,281-49.7% |
| Participant deferral / active EE | $3,747 | $4,812-22.1% | $6,282-40.3% | $3,203+17.0% |
| Admin fee / account holder | $1,079 | $5,371-79.9% | $9,324-88.4% | $4,296-74.9% |