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 | $49,732 | $81,900-39.3% | $119,609-58.4% | $68,494-27.4% |
| Participation rate | 87.2% | 71.9%+15.3pp | 79.3%+7.9pp | 67.9%+19.3pp |
| Annual return | -20.99% | -23.82%+2.8pp | -14.97%-6.0pp | -7.84%-13.1pp |
| Employer contribution / active EE | $1,526 | $2,693-43.3% | $4,232-63.9% | $2,596-41.2% |
| Participant deferral / active EE | $6,942 | $4,148+67.4% | $5,602+23.9% | $4,027+72.4% |
| Admin fee / account holder | $951 | $6,582-85.6% | $10,323-90.8% | $5,403-82.4% |