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 | $57,502 | $90,503-36.5% | $78,689-26.9% | $273,961-79.0% |
| Participation rate | 72.7% | 76.5%-3.8pp | 73.6%-0.8pp | 83.0%-10.3pp |
| Annual return | -3.11% | 75.60%-78.7pp | 62.18%-65.3pp | 41.45%-44.6pp |
| Employer contribution / active EE | $3,253 | $3,176+2.4% | $2,851+14.1% | $4,869-33.2% |
| Participant deferral / active EE | $631 | $3,901-83.8% | $3,517-82.1% | $5,287-88.1% |
| Admin fee / account holder | $1,711 | $5,263-67.5% | $4,510-62.1% | $10,132-83.1% |