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 | $48,982 | $53,596-8.6% | $90,645-46.0% | $64,186-23.7% |
| Participation rate | 90.3% | 64.5%+25.8pp | 74.0%+16.3pp | 69.6%+20.8pp |
| Annual return | -10.58% | 4.41%-15.0pp | 1.88%-12.5pp | 7.63%-18.2pp |
| Employer contribution / active EE | $1,050 | $1,503-30.1% | $2,532-58.5% | $2,381-55.9% |
| Participant deferral / active EE | $3,843 | $2,459+56.3% | $3,425+12.2% | $3,470+10.8% |
| Admin fee / account holder | $1,474 | $3,868-61.9% | $4,994-70.5% | $4,888-69.9% |