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 | $83,270 | $64,707+28.7% | $112,228-25.8% | $68,494+21.6% |
| Participation rate | 96.4% | 67.2%+29.3pp | 75.1%+21.4pp | 67.9%+28.5pp |
| Annual return | -20.90% | -11.40%-9.5pp | 27.45%-48.4pp | -7.84%-13.1pp |
| Employer contribution / active EE | $2,750 | $2,746+0.1% | $3,635-24.3% | $2,596+5.9% |
| Participant deferral / active EE | $5,276 | $3,565+48.0% | $4,728+11.6% | $4,027+31.0% |
| Admin fee / account holder | $2,500 | $5,232-52.2% | $6,410-61.0% | $5,403-53.7% |