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 | $72,138 | $64,707+11.5% | $112,228-35.7% | $68,494+5.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -20.50% | -11.40%-9.1pp | 27.45%-47.9pp | -7.84%-12.7pp |
| Employer contribution / active EE | $2,845 | $2,746+3.6% | $3,635-21.7% | $2,596+9.6% |
| Participant deferral / active EE | $5,065 | $3,565+42.1% | $4,728+7.1% | $4,027+25.8% |
| Admin fee / account holder | $7,324 | $5,232+40.0% | $6,410+14.3% | $5,403+35.6% |