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 | $58,277 | $81,900-28.8% | $119,609-51.3% | $68,494-14.9% |
| Participation rate | 84.6% | 71.9%+12.7pp | 79.3%+5.4pp | 67.9%+16.7pp |
| Annual return | -18.90% | -23.82%+4.9pp | -14.97%-3.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $4,967 | $2,693+84.4% | $4,232+17.4% | $2,596+91.3% |
| Participant deferral / active EE | $7,289 | $4,148+75.7% | $5,602+30.1% | $4,027+81.0% |
| Admin fee / account holder | $1,442 | $6,582-78.1% | $10,323-86.0% | $5,403-73.3% |