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 | $31,400 | $98,750-68.2% | $149,696-79.0% | $79,858-60.7% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.5%+2.1pp | 69.6%+15.0pp |
| Annual return | -1.54% | 27.43%-29.0pp | 276.60%-278.1pp | 31.71%-33.3pp |
| Employer contribution / active EE | $2,193 | $3,216-31.8% | $4,644-52.8% | $2,471-11.2% |
| Participant deferral / active EE | $4,059 | $5,680-28.5% | $6,842-40.7% | $3,740+8.5% |
| Admin fee / account holder | $16,435 | $6,053+171.5% | $9,309+76.6% | $5,306+209.7% |