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 | $32,599 | $89,753-63.7% | $107,525-69.7% | $84,808-61.6% |
| Participation rate | 86.7% | 68.1%+18.6pp | 75.1%+11.6pp | 68.3%+18.4pp |
| Annual return | 0.64% | 29.48%-28.8pp | 181.32%-180.7pp | 40.90%-40.3pp |
| Employer contribution / active EE | $3,333 | $3,113+7.1% | $3,754-11.2% | $2,631+26.7% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4,505 | $7,222-37.6% | $8,919-49.5% | $7,344-38.7% |