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 3-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 | $56,384 | $93,024-39.4% | $77,024-26.8% | $134,475-58.1% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -30.35% | 62.60%-92.9pp | 42.32%-72.7pp | 417.96%-448.3pp |
| Employer contribution / active EE | $1,788 | $3,418-47.7% | $2,812-36.4% | $4,740-62.3% |
| Participant deferral / active EE | $10,313 | $5,238+96.9% | $4,426+133.0% | $6,400+61.1% |
| Admin fee / account holder | $3,719 | $6,944-46.5% | $5,425-31.5% | $11,426-67.5% |