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 9-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 | $63,941 | $71,883-11.0% | $86,677-26.2% | $68,494-6.6% |
| Participation rate | 91.3% | 72.2%+19.1pp | 76.6%+14.7pp | 67.9%+23.4pp |
| Annual return | -19.76% | 3.52%-23.3pp | 35.91%-55.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $2,226 | $2,173+2.4% | $2,836-21.5% | $2,596-14.3% |
| Participant deferral / active EE | $3,613 | $3,779-4.4% | $4,656-22.4% | $4,027-10.3% |
| Admin fee / account holder | $1,471 | $6,112-75.9% | $7,493-80.4% | $5,403-72.8% |