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 | $65,297 | $72,404-9.8% | $110,238-40.8% | $64,186+1.7% |
| Participation rate | 74.0% | 73.3%+0.7pp | 79.8%-5.8pp | 69.6%+4.5pp |
| Annual return | -10.95% | -6.29%-4.7pp | 314.74%-325.7pp | 7.63%-18.6pp |
| Employer contribution / active EE | $1,762 | $2,282-22.8% | $3,826-53.9% | $2,381-26.0% |
| Participant deferral / active EE | $3,288 | $3,469-5.2% | $4,672-29.6% | $3,470-5.2% |
| Admin fee / account holder | $887 | $5,664-84.3% | $8,547-89.6% | $4,888-81.9% |