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 | $36,903 | $69,010-46.5% | $159,960-76.9% | $68,494-46.1% |
| Participation rate | 70.4% | 65.4%+5.0pp | 78.0%-7.6pp | 67.9%+2.5pp |
| Annual return | -27.08% | -9.65%-17.4pp | 408.60%-435.7pp | -7.84%-19.2pp |
| Employer contribution / active EE | $2,883 | $2,213+30.3% | $4,226-31.8% | $2,596+11.1% |
| Participant deferral / active EE | $5,961 | $4,212+41.5% | $6,182-3.6% | $4,027+48.0% |
| Admin fee / account holder | $3,714 | $4,798-22.6% | $8,698-57.3% | $5,403-31.3% |