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 | $47,670 | $53,777-11.4% | $134,143-64.5% | $79,858-40.3% |
| Participation rate | 93.4% | 58.8%+34.7pp | 72.2%+21.3pp | 69.6%+23.8pp |
| Annual return | -6.41% | 19.01%-25.4pp | 36.33%-42.7pp | 31.71%-38.1pp |
| Employer contribution / active EE | $1,522 | $1,321+15.2% | $3,704-58.9% | $2,471-38.4% |
| Participant deferral / active EE | $11,667 | $2,420+382.1% | $3,499+233.4% | $3,740+211.9% |
| Admin fee / account holder | $10,186 | $3,984+155.7% | $6,684+52.4% | $5,306+92.0% |