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 | $44,070 | $61,660-28.5% | $80,019-44.9% | $64,186-31.3% |
| Participation rate | 89.7% | 71.7%+18.0pp | 75.8%+13.8pp | 69.6%+20.1pp |
| Annual return | -8.39% | -0.33%-8.1pp | 11.22%-19.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,712 | $1,810-5.5% | $2,468-30.6% | $2,381-28.1% |
| Participant deferral / active EE | $3,346 | $2,968+12.7% | $3,686-9.2% | $3,470-3.6% |
| Admin fee / account holder | $1,324 | $5,417-75.6% | $6,521-79.7% | $4,888-72.9% |