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 | $50,997 | $71,883-29.1% | $86,677-41.2% | $68,494-25.5% |
| Participation rate | 86.5% | 72.2%+14.3pp | 76.6%+10.0pp | 67.9%+18.7pp |
| Annual return | -25.79% | 3.52%-29.3pp | 35.91%-61.7pp | -7.84%-17.9pp |
| Employer contribution / active EE | $1,512 | $2,173-30.4% | $2,836-46.7% | $2,596-41.8% |
| Participant deferral / active EE | $2,879 | $3,779-23.8% | $4,656-38.2% | $4,027-28.5% |
| Admin fee / account holder | $592 | $6,112-90.3% | $7,493-92.1% | $5,403-89.0% |