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 | $48,178 | $50,958-5.5% | $74,550-35.4% | $64,186-24.9% |
| Participation rate | 88.0% | 61.1%+26.9pp | 69.1%+18.9pp | 69.6%+18.4pp |
| Annual return | -8.57% | -1.86%-6.7pp | 32.53%-41.1pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,729 | $1,115+55.0% | $1,961-11.8% | $2,381-27.4% |
| Participant deferral / active EE | $2,497 | $2,301+8.5% | $3,108-19.7% | $3,470-28.0% |
| Admin fee / account holder | $1,777 | $4,223-57.9% | $5,060-64.9% | $4,888-63.6% |