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 | $92,685 | $110,094-15.8% | $151,611-38.9% | $68,494+35.3% |
| Participation rate | 78.0% | 84.0%-5.9pp | 87.5%-9.4pp | 67.9%+10.2pp |
| Annual return | -30.62% | -10.12%-20.5pp | 3.33%-34.0pp | -7.84%-22.8pp |
| Employer contribution / active EE | $1,907 | $4,471-57.3% | $6,166-69.1% | $2,596-26.6% |
| Participant deferral / active EE | $7,388 | $6,527+13.2% | $8,363-11.7% | $4,027+83.5% |
| Admin fee / account holder | $4,676 | $7,719-39.4% | $11,616-59.7% | $5,403-13.4% |