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 | $43,606 | $110,094-60.4% | $151,611-71.2% | $68,494-36.3% |
| Participation rate | 96.3% | 84.0%+12.3pp | 87.5%+8.8pp | 67.9%+28.4pp |
| Annual return | -21.73% | -10.12%-11.6pp | 3.33%-25.1pp | -7.84%-13.9pp |
| Employer contribution / active EE | $7,288 | $4,471+63.0% | $6,166+18.2% | $2,596+180.7% |
| Participant deferral / active EE | $7,387 | $6,527+13.2% | $8,363-11.7% | $4,027+83.4% |
| Admin fee / account holder | $2,710 | $7,719-64.9% | $11,616-76.7% | $5,403-49.8% |