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 | $61,183 | $56,357+8.6% | $104,294-41.3% | $68,494-10.7% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -21.67% | -9.19%-12.5pp | 24.61%-46.3pp | -7.84%-13.8pp |
| Employer contribution / active EE | $2,089 | $1,960+6.6% | $3,372-38.0% | $2,596-19.5% |
| Participant deferral / active EE | $4,268 | $3,077+38.7% | $4,625-7.7% | $4,027+6.0% |
| Admin fee / account holder | $1,460 | $4,903-70.2% | $7,339-80.1% | $5,403-73.0% |