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 | $45,514 | $42,894+6.1% | $60,874-25.2% | $68,494-33.6% |
| Participation rate | 71.4% | 66.8%+4.6pp | 73.1%-1.7pp | 67.9%+3.5pp |
| Annual return | -22.09% | -13.98%-8.1pp | 16.90%-39.0pp | -7.84%-14.2pp |
| Employer contribution / active EE | $786 | $1,978-60.3% | $2,701-70.9% | $2,596-69.7% |
| Participant deferral / active EE | $1,961 | $2,867-31.6% | $3,817-48.6% | $4,027-51.3% |
| Admin fee / account holder | $2,369 | $3,101-23.6% | $3,224-26.5% | $5,403-56.2% |