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 | $61,708 | $71,883-14.2% | $86,677-28.8% | $68,494-9.9% |
| Participation rate | 86.5% | 72.2%+14.2pp | 76.6%+9.9pp | 67.9%+18.6pp |
| Annual return | -19.04% | 3.52%-22.6pp | 35.91%-55.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,492 | $2,173+14.7% | $2,836-12.1% | $2,596-4.0% |
| Participant deferral / active EE | $5,607 | $3,779+48.4% | $4,656+20.4% | $4,027+39.2% |
| Admin fee / account holder | $832 | $6,112-86.4% | $7,493-88.9% | $5,403-84.6% |