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 3-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 | $42,600 | $49,451-13.9% | $79,550-46.4% | $66,914-36.3% |
| Participation rate | 72.8% | 61.3%+11.5pp | 69.5%+3.3pp | 69.8%+3.0pp |
| Annual return | -26.56% | 84.25%-110.8pp | 0.16%-26.7pp | 1.58%-28.1pp |
| Employer contribution / active EE | $1,907 | $1,266+50.7% | $2,413-21.0% | $2,544-25.0% |
| Participant deferral / active EE | $4,175 | $3,159+32.2% | $3,985+4.8% | $4,237-1.5% |
| Admin fee / account holder | $3,380 | $595+468.4% | $6,832-50.5% | $593+469.7% |