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 | $62,886 | $77,634-19.0% | $156,549-59.8% | $62,8910% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -1.13% | 50.32%-51.5pp | 32.23%-33.4pp | 20.14%-21.3pp |
| Employer contribution / active EE | $5,488 | $3,444+59.4% | $5,501-0.2% | $2,281+140.6% |
| Participant deferral / active EE | $3,486 | $3,045+14.5% | $4,871-28.4% | $3,203+8.9% |
| Admin fee / account holder | $10,565 | $5,561+90.0% | $13,027-18.9% | $4,296+145.9% |