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 | $22,838 | $43,327-47.3% | $59,878-61.9% | $64,186-64.4% |
| Participation rate | 71.4% | 69.2%+2.3pp | 74.7%-3.3pp | 69.6%+1.9pp |
| Annual return | -11.44% | -1.55%-9.9pp | 3.46%-14.9pp | 7.63%-19.1pp |
| Employer contribution / active EE | $2,156 | $2,028+6.3% | $2,722-20.8% | $2,381-9.5% |
| Participant deferral / active EE | $4,862 | $2,546+91.0% | $3,402+42.9% | $3,470+40.1% |
| Admin fee / account holder | $2,373 | $3,005-21.0% | $3,590-33.9% | $4,888-51.4% |