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 | $80,623 | $81,900-1.6% | $119,609-32.6% | $68,494+17.7% |
| Participation rate | 82.5% | 71.9%+10.6pp | 79.3%+3.2pp | 67.9%+14.6pp |
| Annual return | -20.91% | -23.82%+2.9pp | -14.97%-5.9pp | -7.84%-13.1pp |
| Employer contribution / active EE | $1,307 | $2,693-51.5% | $4,232-69.1% | $2,596-49.7% |
| Participant deferral / active EE | $4,099 | $4,148-1.2% | $5,602-26.8% | $4,027+1.8% |
| Admin fee / account holder | $20,836 | $6,582+216.6% | $10,323+101.8% | $5,403+285.7% |