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 | $58,606 | $96,128-39.0% | $136,007-56.9% | $80,856-27.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | -0.34% | 28.71%-29.0pp | 579.32%-579.7pp | 35.59%-35.9pp |
| Employer contribution / active EE | $2,894 | $3,351-13.6% | $4,217-31.4% | $2,755+5.1% |
| Participant deferral / active EE | $3,162 | $5,709-44.6% | $7,025-55.0% | $4,296-26.4% |
| Admin fee / account holder | $10,197 | $8,236+23.8% | $6,858+48.7% | $6,918+47.4% |