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 | $30,644 | $64,707-52.6% | $112,228-72.7% | $68,494-55.3% |
| Participation rate | 96.2% | 67.2%+29.0pp | 75.1%+21.1pp | 67.9%+28.3pp |
| Annual return | -19.82% | -11.40%-8.4pp | 27.45%-47.3pp | -7.84%-12.0pp |
| Employer contribution / active EE | $2,116 | $2,746-22.9% | $3,635-41.8% | $2,596-18.5% |
| Participant deferral / active EE | $4,454 | $3,565+24.9% | $4,728-5.8% | $4,027+10.6% |
| Admin fee / account holder | $1,069 | $5,232-79.6% | $6,410-83.3% | $5,403-80.2% |