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 | $56,306 | $73,004-22.9% | $90,749-38.0% | $68,494-17.8% |
| Participation rate | 73.8% | 70.8%+3.0pp | 75.7%-1.9pp | 67.9%+5.9pp |
| Annual return | -19.58% | -13.81%-5.8pp | -12.16%-7.4pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,243 | $2,193-43.3% | $2,921-57.4% | $2,596-52.1% |
| Participant deferral / active EE | $4,972 | $3,627+37.1% | $4,564+8.9% | $4,027+23.5% |
| Admin fee / account holder | $975 | $5,896-83.5% | $8,445-88.5% | $5,403-82.0% |