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 | $53,026 | $81,900-35.3% | $119,609-55.7% | $68,494-22.6% |
| Participation rate | 91.4% | 71.9%+19.5pp | 79.3%+12.2pp | 67.9%+23.5pp |
| Annual return | -20.05% | -23.82%+3.8pp | -14.97%-5.1pp | -7.84%-12.2pp |
| Employer contribution / active EE | $6,252 | $2,693+132.1% | $4,232+47.7% | $2,596+140.8% |
| Participant deferral / active EE | $4,541 | $4,148+9.5% | $5,602-18.9% | $4,027+12.8% |
| Admin fee / account holder | $607 | $6,582-90.8% | $10,323-94.1% | $5,403-88.8% |