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 | $27,268 | $53,806-49.3% | $61,491-55.7% | $68,494-60.2% |
| Participation rate | 98.3% | 72.5%+25.9pp | 79.3%+19.0pp | 67.9%+30.4pp |
| Annual return | -22.37% | -15.68%-6.7pp | -12.98%-9.4pp | -7.84%-14.5pp |
| Employer contribution / active EE | $1,887 | $3,218-41.4% | $4,246-55.6% | $2,596-27.3% |
| Participant deferral / active EE | $4,398 | $3,678+19.6% | $5,188-15.2% | $4,027+9.2% |
| Admin fee / account holder | $3,300 | $5,999-45.0% | $4,312-23.5% | $5,403-38.9% |