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 | $51,312 | $62,586-18.0% | $76,768-33.2% | $64,186-20.1% |
| Participation rate | 73.3% | 72.8%+0.5pp | 77.0%-3.6pp | 69.6%+3.8pp |
| Annual return | -12.87% | -1.95%-10.9pp | 2.43%-15.3pp | 7.63%-20.5pp |
| Employer contribution / active EE | $1,094 | $1,832-40.3% | $2,485-56.0% | $2,381-54.0% |
| Participant deferral / active EE | $5,680 | $3,145+80.6% | $3,852+47.5% | $3,470+63.7% |
| Admin fee / account holder | $570 | $4,667-87.8% | $6,675-91.5% | $4,888-88.3% |