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 | $55,325 | $42,894+29.0% | $60,874-9.1% | $68,494-19.2% |
| Participation rate | 80.8% | 66.8%+14.0pp | 73.1%+7.7pp | 67.9%+12.9pp |
| Annual return | -19.57% | -13.98%-5.6pp | 16.90%-36.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,475 | $1,978-25.4% | $2,701-45.4% | $2,596-43.2% |
| Participant deferral / active EE | $2,653 | $2,867-7.5% | $3,817-30.5% | $4,027-34.1% |
| Admin fee / account holder | $5,375 | $3,101+73.3% | $3,224+66.7% | $5,403-0.5% |