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 | $52,242 | $81,900-36.2% | $119,609-56.3% | $68,494-23.7% |
| Participation rate | 96.8% | 71.9%+24.9pp | 79.3%+17.5pp | 67.9%+28.9pp |
| Annual return | -20.00% | -23.82%+3.8pp | -14.97%-5.0pp | -7.84%-12.2pp |
| Employer contribution / active EE | $8,601 | $2,693+219.4% | $4,232+103.2% | $2,596+231.3% |
| Participant deferral / active EE | $8,121 | $4,148+95.8% | $5,602+45.0% | $4,027+101.6% |
| Admin fee / account holder | $26,028 | $6,582+295.5% | $10,323+152.1% | $5,403+381.8% |