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 | $35,420 | $39,122-9.5% | $57,179-38.1% | $62,891-43.7% |
| Participation rate | 85.1% | 70.5%+14.6pp | 75.3%+9.8pp | 69.3%+15.8pp |
| Annual return | -0.58% | 9.23%-9.8pp | 14.59%-15.2pp | 20.14%-20.7pp |
| Employer contribution / active EE | $1,458 | $1,874-22.2% | $2,682-45.6% | $2,281-36.1% |
| Participant deferral / active EE | $1,894 | $2,374-20.2% | $3,096-38.8% | $3,203-40.9% |
| Admin fee / account holder | $5,692 | $2,592+119.6% | $3,139+81.3% | $4,296+32.5% |