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 | $57,975 | $81,900-29.2% | $119,609-51.5% | $68,494-15.4% |
| Participation rate | 91.7% | 71.9%+19.8pp | 79.3%+12.4pp | 67.9%+23.8pp |
| Annual return | -33.20% | -23.82%-9.4pp | -14.97%-18.2pp | -7.84%-25.4pp |
| Employer contribution / active EE | $5,849 | $2,693+117.1% | $4,232+38.2% | $2,596+125.3% |
| Participant deferral / active EE | $11,738 | $4,148+183.0% | $5,602+109.5% | $4,027+191.5% |
| Admin fee / account holder | $7,484 | $6,582+13.7% | $10,323-27.5% | $5,403+38.5% |