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 | $39,689 | $56,357-29.6% | $104,294-61.9% | $68,494-42.1% |
| Participation rate | 76.5% | 63.3%+13.2pp | 73.3%+3.2pp | 67.9%+8.6pp |
| Annual return | -20.88% | -9.19%-11.7pp | 24.61%-45.5pp | -7.84%-13.0pp |
| Employer contribution / active EE | $1,160 | $1,960-40.8% | $3,372-65.6% | $2,596-55.3% |
| Participant deferral / active EE | $2,958 | $3,077-3.9% | $4,625-36.0% | $4,027-26.6% |
| Admin fee / account holder | $5,316 | $4,903+8.4% | $7,339-27.6% | $5,403-1.6% |