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 | $60,908 | $71,883-15.3% | $86,677-29.7% | $68,494-11.1% |
| Participation rate | 81.3% | 72.2%+9.0pp | 76.6%+4.7pp | 67.9%+13.4pp |
| Annual return | -42.99% | 3.52%-46.5pp | 35.91%-78.9pp | -7.84%-35.1pp |
| Employer contribution / active EE | $2,547 | $2,173+17.2% | $2,836-10.2% | $2,596-1.9% |
| Participant deferral / active EE | $3,998 | $3,779+5.8% | $4,656-14.1% | $4,027-0.7% |
| Admin fee / account holder | $7,815 | $6,112+27.9% | $7,493+4.3% | $5,403+44.6% |