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 | $48,993 | $110,094-55.5% | $151,611-67.7% | $68,494-28.5% |
| Participation rate | 87.9% | 84.0%+3.9pp | 87.5%+0.4pp | 67.9%+20.0pp |
| Annual return | -20.32% | -10.12%-10.2pp | 3.33%-23.7pp | -7.84%-12.5pp |
| Employer contribution / active EE | $7,158 | $4,471+60.1% | $6,166+16.1% | $2,596+175.7% |
| Participant deferral / active EE | $8,149 | $6,527+24.8% | $8,363-2.6% | $4,027+102.3% |
| Admin fee / account holder | $16,720 | $7,719+116.6% | $11,616+43.9% | $5,403+209.5% |