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 | $63,838 | $110,094-42.0% | $151,611-57.9% | $68,494-6.8% |
| Participation rate | 91.9% | 84.0%+7.9pp | 87.5%+4.4pp | 67.9%+24.0pp |
| Annual return | -21.34% | -10.12%-11.2pp | 3.33%-24.7pp | -7.84%-13.5pp |
| Employer contribution / active EE | $4,580 | $4,471+2.5% | $6,166-25.7% | $2,596+76.4% |
| Participant deferral / active EE | $5,081 | $6,527-22.2% | $8,363-39.3% | $4,027+26.2% |
| Admin fee / account holder | $2,913 | $7,719-62.3% | $11,616-74.9% | $5,403-46.1% |