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 | $41,341 | $142,344-71.0% | $119,609-65.4% | $134,475-69.3% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -21.37% | -12.44%-8.9pp | -14.97%-6.4pp | 417.96%-439.3pp |
| Employer contribution / active EE | $1,751 | $5,222-66.5% | $4,232-58.6% | $4,740-63.0% |
| Participant deferral / active EE | $5,170 | $6,469-20.1% | $5,602-7.7% | $6,400-19.2% |
| Admin fee / account holder | $2,054 | $13,584-84.9% | $10,323-80.1% | $11,426-82.0% |