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 | $63,543 | $73,004-13.0% | $90,749-30.0% | $68,494-7.2% |
| Participation rate | 70.4% | 70.8%-0.5pp | 75.7%-5.3pp | 67.9%+2.5pp |
| Annual return | -20.69% | -13.81%-6.9pp | -12.16%-8.5pp | -7.84%-12.8pp |
| Employer contribution / active EE | $2,423 | $2,193+10.5% | $2,921-17.1% | $2,596-6.7% |
| Participant deferral / active EE | $4,979 | $3,627+37.3% | $4,564+9.1% | $4,027+23.6% |
| Admin fee / account holder | $2,643 | $5,896-55.2% | $8,445-68.7% | $5,403-51.1% |