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 | $59,470 | $62,586-5.0% | $76,768-22.5% | $64,186-7.3% |
| Participation rate | 71.0% | 72.8%-1.8pp | 77.0%-6.0pp | 69.6%+1.4pp |
| Annual return | -9.57% | -1.95%-7.6pp | 2.43%-12.0pp | 7.63%-17.2pp |
| Employer contribution / active EE | $2,076 | $1,832+13.3% | $2,485-16.5% | $2,381-12.8% |
| Participant deferral / active EE | $4,625 | $3,145+47.1% | $3,852+20.1% | $3,470+33.3% |
| Admin fee / account holder | $790 | $4,667-83.1% | $6,675-88.2% | $4,888-83.8% |