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 | $41,203 | $62,586-34.2% | $76,768-46.3% | $64,186-35.8% |
| Participation rate | 72.0% | 72.8%-0.8pp | 77.0%-5.0pp | 69.6%+2.4pp |
| Annual return | -7.83% | -1.95%-5.9pp | 2.43%-10.3pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,914 | $1,832+4.5% | $2,485-23.0% | $2,381-19.6% |
| Participant deferral / active EE | $3,584 | $3,145+14.0% | $3,852-6.9% | $3,470+3.3% |
| Admin fee / account holder | $2,916 | $4,667-37.5% | $6,675-56.3% | $4,888-40.4% |