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 | $62,810 | $73,867-15.0% | $143,757-56.3% | $68,494-8.3% |
| Participation rate | 89.7% | 66.7%+23.1pp | 80.3%+9.4pp | 67.9%+21.9pp |
| Annual return | -22.12% | 1.01%-23.1pp | -0.04%-22.1pp | -7.84%-14.3pp |
| Employer contribution / active EE | $1,908 | $3,184-40.1% | $4,951-61.5% | $2,596-26.5% |
| Participant deferral / active EE | $4,723 | $3,384+39.6% | $5,637-16.2% | $4,027+17.3% |
| Admin fee / account holder | $1,122 | $5,755-80.5% | $14,673-92.4% | $5,403-79.2% |