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 | $61,368 | $91,190-32.7% | $178,490-65.6% | $79,858-23.2% |
| Participation rate | 81.8% | 69.2%+12.6pp | 81.9%-0.1pp | 69.6%+12.2pp |
| Annual return | -0.27% | 24.19%-24.5pp | 151.07%-151.3pp | 31.71%-32.0pp |
| Employer contribution / active EE | $649 | $3,256-80.1% | $5,011-87.1% | $2,471-73.7% |
| Participant deferral / active EE | $3,225 | $3,236-0.3% | $5,202-38.0% | $3,740-13.8% |
| Admin fee / account holder | $3,802 | $6,751-43.7% | $13,984-72.8% | $5,306-28.4% |