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 | $52,409 | $53,162-1.4% | $91,220-42.5% | $68,494-23.5% |
| Participation rate | 89.6% | 63.2%+26.4pp | 73.2%+16.4pp | 67.9%+21.7pp |
| Annual return | -22.81% | -3.14%-19.7pp | 114.01%-136.8pp | -7.84%-15.0pp |
| Employer contribution / active EE | $1,435 | $1,709-16.0% | $2,850-49.6% | $2,596-44.7% |
| Participant deferral / active EE | $3,812 | $2,974+28.2% | $4,234-10.0% | $4,027-5.3% |
| Admin fee / account holder | $10,949 | $4,493+143.7% | $5,420+102.0% | $5,403+102.7% |