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 | $51,121 | $64,707-21.0% | $112,228-54.4% | $68,494-25.4% |
| Participation rate | 79.3% | 67.2%+12.2pp | 75.1%+4.2pp | 67.9%+11.4pp |
| Annual return | -20.24% | -11.40%-8.8pp | 27.45%-47.7pp | -7.84%-12.4pp |
| Employer contribution / active EE | $3,242 | $2,746+18.1% | $3,635-10.8% | $2,596+24.9% |
| Participant deferral / active EE | $6,383 | $3,565+79.1% | $4,728+35.0% | $4,027+58.5% |
| Admin fee / account holder | $2,627 | $5,232-49.8% | $6,410-59.0% | $5,403-51.4% |