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 | $53,044 | $54,350-2.4% | $82,719-35.9% | $68,494-22.6% |
| Participation rate | 73.2% | 63.9%+9.3pp | 72.6%+0.6pp | 67.9%+5.3pp |
| Annual return | -20.47% | -13.67%-6.8pp | 701.18%-721.7pp | -7.84%-12.6pp |
| Employer contribution / active EE | $1,216 | $2,218-45.2% | $3,009-59.6% | $2,596-53.2% |
| Participant deferral / active EE | $4,304 | $3,246+32.6% | $4,395-2.1% | $4,027+6.9% |
| Admin fee / account holder | $3,167 | $4,395-27.9% | $5,329-40.6% | $5,403-41.4% |