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 | $38,915 | $65,365-40.5% | $92,893-58.1% | $72,985-46.7% |
| Participation rate | 85.2% | 68.3%+16.9pp | 76.0%+9.2pp | 69.5%+15.7pp |
| Annual return | -1.18% | 42.10%-43.3pp | 109.41%-110.6pp | 81.00%-82.2pp |
| Employer contribution / active EE | $3,663 | $2,594+41.2% | $3,653+0.3% | $2,440+50.1% |
| Participant deferral / active EE | $2,979 | $3,128-4.8% | $4,236-29.7% | $3,607-17.4% |
| Admin fee / account holder | $5,389 | $4,251+26.8% | $5,794-7.0% | $5,124+5.2% |