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 | $67,040 | $82,286-18.5% | $68,791-2.5% | $134,475-50.1% |
| Participation rate | 78.6% | 75.1%+3.5pp | 69.0%+9.5pp | 81.2%-2.7pp |
| Annual return | -21.31% | -2.19%-19.1pp | -6.38%-14.9pp | 417.96%-439.3pp |
| Employer contribution / active EE | $2,162 | $3,301-34.5% | $2,655-18.6% | $4,740-54.4% |
| Participant deferral / active EE | $5,470 | $4,739+15.4% | $3,941+38.8% | $6,400-14.5% |
| Admin fee / account holder | $1,908 | $6,481-70.6% | $4,932-61.3% | $11,426-83.3% |