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 | $53,631 | $73,004-26.5% | $90,749-40.9% | $68,494-21.7% |
| Participation rate | 91.9% | 70.8%+21.1pp | 75.7%+16.2pp | 67.9%+24.0pp |
| Annual return | -20.17% | -13.81%-6.4pp | -12.16%-8.0pp | -7.84%-12.3pp |
| Employer contribution / active EE | $2,322 | $2,193+5.9% | $2,921-20.5% | $2,596-10.6% |
| Participant deferral / active EE | $5,347 | $3,627+47.4% | $4,564+17.2% | $4,027+32.8% |
| Admin fee / account holder | $1,046 | $5,896-82.3% | $8,445-87.6% | $5,403-80.6% |