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 | $35,022 | $64,707-45.9% | $112,228-68.8% | $68,494-48.9% |
| Participation rate | 93.9% | 67.2%+26.8pp | 75.1%+18.9pp | 67.9%+26.1pp |
| Annual return | -23.36% | -11.40%-12.0pp | 27.45%-50.8pp | -7.84%-15.5pp |
| Employer contribution / active EE | $2,062 | $2,746-24.9% | $3,635-43.3% | $2,596-20.6% |
| Participant deferral / active EE | $4,370 | $3,565+22.6% | $4,728-7.6% | $4,027+8.5% |
| Admin fee / account holder | $3,003 | $5,232-42.6% | $6,410-53.2% | $5,403-44.4% |