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 | $41,846 | $71,883-41.8% | $86,677-51.7% | $68,494-38.9% |
| Participation rate | 79.3% | 72.2%+7.1pp | 76.6%+2.7pp | 67.9%+11.4pp |
| Annual return | -18.97% | 3.52%-22.5pp | 35.91%-54.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $2,264 | $2,173+4.2% | $2,836-20.2% | $2,596-12.8% |
| Participant deferral / active EE | $2,790 | $3,779-26.2% | $4,656-40.1% | $4,027-30.7% |
| Admin fee / account holder | $7,963 | $6,112+30.3% | $7,493+6.3% | $5,403+47.4% |