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 | $67,276 | $71,883-6.4% | $86,677-22.4% | $68,494-1.8% |
| Participation rate | 87.5% | 72.2%+15.3pp | 76.6%+10.9pp | 67.9%+19.6pp |
| Annual return | -21.17% | 3.52%-24.7pp | 35.91%-57.1pp | -7.84%-13.3pp |
| Employer contribution / active EE | $1,787 | $2,173-17.8% | $2,836-37.0% | $2,596-31.2% |
| Participant deferral / active EE | $2,496 | $3,779-34.0% | $4,656-46.4% | $4,027-38.0% |
| Admin fee / account holder | $6,583 | $6,112+7.7% | $7,493-12.1% | $5,403+21.9% |