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 | $37,178 | $48,265-23.0% | $68,791-46.0% | $68,494-45.7% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -20.14% | -12.71%-7.4pp | -6.38%-13.8pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,653 | $1,829-9.6% | $2,655-37.7% | $2,596-36.3% |
| Participant deferral / active EE | $2,672 | $2,867-6.8% | $3,941-32.2% | $4,027-33.6% |
| Admin fee / account holder | $2,219 | $4,355-49.1% | $4,932-55.0% | $5,403-58.9% |