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 | $52,329 | $71,883-27.2% | $86,677-39.6% | $68,494-23.6% |
| Participation rate | 96.9% | 72.2%+24.6pp | 76.6%+20.3pp | 67.9%+29.0pp |
| Annual return | -19.35% | 3.52%-22.9pp | 35.91%-55.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,329 | $2,173-38.8% | $2,836-53.1% | $2,596-48.8% |
| Participant deferral / active EE | $9,394 | $3,779+148.6% | $4,656+101.8% | $4,027+133.3% |
| Admin fee / account holder | $1,301 | $6,112-78.7% | $7,493-82.6% | $5,403-75.9% |