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 | $43,855 | $82,664-46.9% | $125,339-65.0% | $68,494-36.0% |
| Participation rate | 76.5% | 75.0%+1.4pp | 82.4%-5.9pp | 67.9%+8.6pp |
| Annual return | -24.73% | -5.97%-18.8pp | 572.05%-596.8pp | -7.84%-16.9pp |
| Employer contribution / active EE | $2,721 | $3,381-19.5% | $4,814-43.5% | $2,596+4.8% |
| Participant deferral / active EE | $5,443 | $6,110-10.9% | $7,446-26.9% | $4,027+35.2% |
| Admin fee / account holder | $6,611 | $6,275+5.4% | $10,010-33.9% | $5,403+22.4% |