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 | $42,519 | $46,674-8.9% | $117,472-63.8% | $68,494-37.9% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -20.21% | -14.52%-5.7pp | 29.74%-49.9pp | -7.84%-12.4pp |
| Employer contribution / active EE | $1,631 | $1,505+8.4% | $4,176-60.9% | $2,596-37.2% |
| Participant deferral / active EE | $8,085 | $2,636+206.7% | $4,070+98.6% | $4,027+100.8% |
| Admin fee / account holder | $2,265 | $4,020-43.7% | $5,645-59.9% | $5,403-58.1% |