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 | $64,201 | $73,004-12.1% | $90,749-29.3% | $68,494-6.3% |
| Participation rate | 75.6% | 70.8%+4.7pp | 75.7%-0.1pp | 67.9%+7.7pp |
| Annual return | -19.18% | -13.81%-5.4pp | -12.16%-7.0pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,827 | $2,193+28.9% | $2,921-3.2% | $2,596+8.9% |
| Participant deferral / active EE | $5,699 | $3,627+57.2% | $4,564+24.9% | $4,027+41.5% |
| Admin fee / account holder | $4,024 | $5,896-31.8% | $8,445-52.4% | $5,403-25.5% |