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 | $51,545 | $42,894+20.2% | $60,874-15.3% | $68,494-24.7% |
| Participation rate | 95.3% | 66.8%+28.6pp | 73.1%+22.2pp | 67.9%+27.5pp |
| Annual return | -20.32% | -13.98%-6.3pp | 16.90%-37.2pp | -7.84%-12.5pp |
| Employer contribution / active EE | $3,395 | $1,978+71.6% | $2,701+25.7% | $2,596+30.8% |
| Participant deferral / active EE | $6,733 | $2,867+134.9% | $3,817+76.4% | $4,027+67.2% |
| Admin fee / account holder | $5,804 | $3,101+87.2% | $3,224+80.0% | $5,403+7.4% |