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 | $53,112 | $71,883-26.1% | $86,677-38.7% | $68,494-22.5% |
| Participation rate | 75.0% | 72.2%+2.8pp | 76.6%-1.6pp | 67.9%+7.1pp |
| Annual return | -19.53% | 3.52%-23.1pp | 35.91%-55.4pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,434 | $2,173+12.0% | $2,836-14.2% | $2,596-6.2% |
| Participant deferral / active EE | $3,077 | $3,779-18.6% | $4,656-33.9% | $4,027-23.6% |
| Admin fee / account holder | $2,709 | $6,112-55.7% | $7,493-63.9% | $5,403-49.9% |