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 | $76,721 | $81,900-6.3% | $119,609-35.9% | $68,494+12.0% |
| Participation rate | 88.9% | 71.9%+17.0pp | 79.3%+9.6pp | 67.9%+21.0pp |
| Annual return | -22.13% | -23.82%+1.7pp | -14.97%-7.2pp | -7.84%-14.3pp |
| Employer contribution / active EE | $3,631 | $2,693+34.8% | $4,232-14.2% | $2,596+39.9% |
| Participant deferral / active EE | $8,310 | $4,148+100.4% | $5,602+48.3% | $4,027+106.4% |
| Admin fee / account holder | $21,712 | $6,582+229.9% | $10,323+110.3% | $5,403+301.9% |