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 | $58,177 | $76,912-24.4% | $129,110-54.9% | $68,494-15.1% |
| Participation rate | 87.5% | 69.1%+18.4pp | 77.3%+10.2pp | 67.9%+19.6pp |
| Annual return | -20.66% | -9.78%-10.9pp | -10.94%-9.7pp | -7.84%-12.8pp |
| Employer contribution / active EE | $2,104 | $3,243-35.1% | $5,052-58.3% | $2,596-18.9% |
| Participant deferral / active EE | $2,982 | $4,732-37.0% | $6,542-54.4% | $4,027-26.0% |
| Admin fee / account holder | $391 | $6,638-94.1% | $14,302-97.3% | $5,403-92.8% |