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 | $63,582 | $73,004-12.9% | $90,749-29.9% | $68,494-7.2% |
| Participation rate | 88.0% | 70.8%+17.2pp | 75.7%+12.3pp | 67.9%+20.1pp |
| Annual return | -22.46% | -13.81%-8.7pp | -12.16%-10.3pp | -7.84%-14.6pp |
| Employer contribution / active EE | $4,599 | $2,193+109.7% | $2,921+57.5% | $2,596+77.1% |
| Participant deferral / active EE | $11,417 | $3,627+214.8% | $4,564+150.1% | $4,027+183.5% |
| Admin fee / account holder | $7,737 | $5,896+31.2% | $8,445-8.4% | $5,403+43.2% |