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 | $95,467 | $110,094-13.3% | $151,611-37.0% | $68,494+39.4% |
| Participation rate | 92.0% | 84.0%+8.0pp | 87.5%+4.5pp | 67.9%+24.1pp |
| Annual return | -21.61% | -10.12%-11.5pp | 3.33%-24.9pp | -7.84%-13.8pp |
| Employer contribution / active EE | $5,427 | $4,471+21.4% | $6,166-12.0% | $2,596+109.0% |
| Participant deferral / active EE | $12,792 | $6,527+96.0% | $8,363+52.9% | $4,027+217.6% |
| Admin fee / account holder | $5,314 | $7,719-31.2% | $11,616-54.3% | $5,403-1.6% |