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 | $76,282 | $69,010+10.5% | $159,960-52.3% | $68,494+11.4% |
| Participation rate | 80.8% | 65.4%+15.4pp | 78.0%+2.8pp | 67.9%+12.9pp |
| Annual return | -19.51% | -9.65%-9.9pp | 408.60%-428.1pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,005 | $2,213-9.4% | $4,226-52.6% | $2,596-22.8% |
| Participant deferral / active EE | $4,027 | $4,212-4.4% | $6,182-34.9% | $4,0270% |
| Admin fee / account holder | $729 | $4,798-84.8% | $8,698-91.6% | $5,403-86.5% |