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 | $47,554 | $45,152+5.3% | $73,843-35.6% | $59,632-20.3% |
| Participation rate | 82.4% | 64.0%+18.3pp | 73.4%+8.9pp | 68.7%+13.7pp |
| Annual return | -4.05% | 27.40%-31.4pp | 2267.84%-2271.9pp | 2041.28%-2045.3pp |
| Employer contribution / active EE | $954 | $1,902-49.9% | $2,787-65.8% | $2,203-56.7% |
| Participant deferral / active EE | $3,939 | $2,574+53.1% | $3,583+9.9% | $3,192+23.4% |
| Admin fee / account holder | $2,853 | $3,516-18.9% | $4,880-41.5% | $4,297-33.6% |