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 | $57,384 | $73,004-21.4% | $90,749-36.8% | $68,494-16.2% |
| Participation rate | 80.8% | 70.8%+9.9pp | 75.7%+5.1pp | 67.9%+12.9pp |
| Annual return | -19.07% | -13.81%-5.3pp | -12.16%-6.9pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,257 | $2,193-42.7% | $2,921-57.0% | $2,596-51.6% |
| Participant deferral / active EE | $4,079 | $3,627+12.5% | $4,564-10.6% | $4,027+1.3% |
| Admin fee / account holder | $3,151 | $5,896-46.6% | $8,445-62.7% | $5,403-41.7% |