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 | $53,479 | $71,883-25.6% | $86,677-38.3% | $68,494-21.9% |
| Participation rate | 88.5% | 72.2%+16.2pp | 76.6%+11.9pp | 67.9%+20.6pp |
| Annual return | -19.01% | 3.52%-22.5pp | 35.91%-54.9pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,156 | $2,173-46.8% | $2,836-59.3% | $2,596-55.5% |
| Participant deferral / active EE | $3,857 | $3,779+2.1% | $4,656-17.1% | $4,027-4.2% |
| Admin fee / account holder | $979 | $6,112-84.0% | $7,493-86.9% | $5,403-81.9% |