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 | $53,196 | $110,094-51.7% | $151,611-64.9% | $68,494-22.3% |
| Participation rate | 90.6% | 84.0%+6.7pp | 87.5%+3.1pp | 67.9%+22.7pp |
| Annual return | -20.23% | -10.12%-10.1pp | 3.33%-23.6pp | -7.84%-12.4pp |
| Employer contribution / active EE | $4,102 | $4,471-8.2% | $6,166-33.5% | $2,596+58.0% |
| Participant deferral / active EE | $5,709 | $6,527-12.5% | $8,363-31.7% | $4,027+41.8% |
| Admin fee / account holder | $4,949 | $7,719-35.9% | $11,616-57.4% | $5,403-8.4% |