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 | $42,004 | $110,094-61.8% | $151,611-72.3% | $68,494-38.7% |
| Participation rate | 96.4% | 84.0%+12.5pp | 87.5%+8.9pp | 67.9%+28.5pp |
| Annual return | -19.21% | -10.12%-9.1pp | 3.33%-22.5pp | -7.84%-11.4pp |
| Employer contribution / active EE | $3,104 | $4,471-30.6% | $6,166-49.7% | $2,596+19.6% |
| Participant deferral / active EE | $8,567 | $6,527+31.2% | $8,363+2.4% | $4,027+112.7% |
| Admin fee / account holder | $3,289 | $7,719-57.4% | $11,616-71.7% | $5,403-39.1% |