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 | $67,927 | $48,265+40.7% | $68,791-1.3% | $68,494-0.8% |
| Participation rate | 98.7% | 60.7%+38.0pp | 69.0%+29.7pp | 67.9%+30.8pp |
| Annual return | -19.66% | -12.71%-7.0pp | -6.38%-13.3pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,895 | $1,829+3.6% | $2,655-28.6% | $2,596-27.0% |
| Participant deferral / active EE | $4,006 | $2,867+39.8% | $3,941+1.7% | $4,027-0.5% |
| Admin fee / account holder | $2,073 | $4,355-52.4% | $4,932-58.0% | $5,403-61.6% |