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 | $55,331 | $81,460-32.1% | $103,333-46.5% | $80,856-31.6% |
| Participation rate | 70.0% | 66.8%+3.2pp | 74.5%-4.5pp | 67.6%+2.4pp |
| Annual return | -49.56% | 25.55%-75.1pp | 24.88%-74.4pp | 35.59%-85.2pp |
| Employer contribution / active EE | $3,181 | $3,105+2.5% | $3,868-17.7% | $2,755+15.5% |
| Participant deferral / active EE | $7,518 | $3,869+94.3% | $5,057+48.6% | $4,296+75.0% |
| Admin fee / account holder | $11,570 | $6,566+76.2% | $8,355+38.5% | $6,918+67.2% |