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 | $62,057 | $64,707-4.1% | $112,228-44.7% | $68,494-9.4% |
| Participation rate | 82.5% | 67.2%+15.3pp | 75.1%+7.4pp | 67.9%+14.6pp |
| Annual return | -19.66% | -11.40%-8.3pp | 27.45%-47.1pp | -7.84%-11.8pp |
| Employer contribution / active EE | $3,878 | $2,746+41.2% | $3,635+6.7% | $2,596+49.4% |
| Participant deferral / active EE | $6,872 | $3,565+92.8% | $4,728+45.4% | $4,027+70.6% |
| Admin fee / account holder | $11,589 | $5,232+121.5% | $6,410+80.8% | $5,403+114.5% |