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 | $51,777 | $73,867-29.9% | $143,757-64.0% | $68,494-24.4% |
| Participation rate | 92.0% | 66.7%+25.3pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | -21.43% | 1.01%-22.4pp | -0.04%-21.4pp | -7.84%-13.6pp |
| Employer contribution / active EE | $650 | $3,184-79.6% | $4,951-86.9% | $2,596-75.0% |
| Participant deferral / active EE | $2,601 | $3,384-23.2% | $5,637-53.9% | $4,027-35.4% |
| Admin fee / account holder | $6,067 | $5,755+5.4% | $14,673-58.6% | $5,403+12.3% |