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 | $53,452 | $42,383+26.1% | $76,523-30.1% | $64,186-16.7% |
| Participation rate | 83.7% | 58.1%+25.6pp | 68.0%+15.7pp | 69.6%+14.2pp |
| Annual return | -9.20% | -16.54%+7.3pp | -0.27%-8.9pp | 7.63%-16.8pp |
| Employer contribution / active EE | $1,700 | $1,563+8.8% | $2,647-35.8% | $2,381-28.6% |
| Participant deferral / active EE | $4,126 | $2,566+60.8% | $3,835+7.6% | $3,470+18.9% |
| Admin fee / account holder | $1,051 | $3,198-67.1% | $4,848-78.3% | $4,888-78.5% |