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 | $92,665 | $81,900+13.1% | $119,609-22.5% | $68,494+35.3% |
| Participation rate | 93.8% | 71.9%+21.9pp | 79.3%+14.5pp | 67.9%+25.9pp |
| Annual return | -20.72% | -23.82%+3.1pp | -14.97%-5.8pp | -7.84%-12.9pp |
| Employer contribution / active EE | $1,106 | $2,693-58.9% | $4,232-73.9% | $2,596-57.4% |
| Participant deferral / active EE | $8,735 | $4,148+110.6% | $5,602+55.9% | $4,027+116.9% |
| Admin fee / account holder | $3,238 | $6,582-50.8% | $10,323-68.6% | $5,403-40.1% |