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 | $55,790 | $110,094-49.3% | $151,611-63.2% | $68,494-18.5% |
| Participation rate | 70.0% | 84.0%-14.0pp | 87.5%-17.5pp | 67.9%+2.1pp |
| Annual return | -21.56% | -10.12%-11.4pp | 3.33%-24.9pp | -7.84%-13.7pp |
| Employer contribution / active EE | $3,842 | $4,471-14.1% | $6,166-37.7% | $2,596+48.0% |
| Participant deferral / active EE | $8,242 | $6,527+26.3% | $8,363-1.4% | $4,027+104.7% |
| Admin fee / account holder | $6,150 | $7,719-20.3% | $11,616-47.1% | $5,403+13.8% |