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 | $49,156 | $82,664-40.5% | $125,339-60.8% | $68,494-28.2% |
| Participation rate | 84.6% | 75.0%+9.6pp | 82.4%+2.2pp | 67.9%+16.7pp |
| Annual return | -21.75% | -5.97%-15.8pp | 572.05%-593.8pp | -7.84%-13.9pp |
| Employer contribution / active EE | $3,203 | $3,381-5.3% | $4,814-33.5% | $2,596+23.4% |
| Participant deferral / active EE | $6,222 | $6,110+1.8% | $7,446-16.4% | $4,027+54.5% |
| Admin fee / account holder | $1,931 | $6,275-69.2% | $10,010-80.7% | $5,403-64.3% |