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 | $64,623 | $59,805+8.1% | $79,550-18.8% | $68,494-5.7% |
| Participation rate | 77.5% | 61.1%+16.4pp | 69.5%+8.0pp | 67.9%+9.6pp |
| Annual return | -20.35% | -12.30%-8.0pp | 0.16%-20.5pp | -7.84%-12.5pp |
| Employer contribution / active EE | $1,622 | $1,505+7.8% | $2,413-32.8% | $2,596-37.5% |
| Participant deferral / active EE | $3,391 | $3,024+12.1% | $3,985-14.9% | $4,027-15.8% |
| Admin fee / account holder | $2,935 | $4,835-39.3% | $6,832-57.0% | $5,403-45.7% |