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 | $69,261 | $59,805+15.8% | $79,550-12.9% | $68,494+1.1% |
| Participation rate | 83.8% | 61.1%+22.8pp | 69.5%+14.3pp | 67.9%+15.9pp |
| Annual return | -24.04% | -12.30%-11.7pp | 0.16%-24.2pp | -7.84%-16.2pp |
| Employer contribution / active EE | $4,551 | $1,505+202.4% | $2,413+88.6% | $2,596+75.3% |
| Participant deferral / active EE | $4,278 | $3,024+41.5% | $3,985+7.3% | $4,027+6.2% |
| Admin fee / account holder | $4,548 | $4,835-5.9% | $6,832-33.4% | $5,403-15.8% |