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 | $70,416 | $73,004-3.5% | $90,749-22.4% | $68,494+2.8% |
| Participation rate | 71.9% | 70.8%+1.0pp | 75.7%-3.8pp | 67.9%+4.0pp |
| Annual return | -19.03% | -13.81%-5.2pp | -12.16%-6.9pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,525 | $2,193-30.5% | $2,921-47.8% | $2,596-41.3% |
| Participant deferral / active EE | $3,981 | $3,627+9.8% | $4,564-12.8% | $4,027-1.2% |
| Admin fee / account holder | $1,223 | $5,896-79.3% | $8,445-85.5% | $5,403-77.4% |