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 | $63,929 | $77,813-17.8% | $123,544-48.3% | $64,186-0.4% |
| Participation rate | 83.7% | 74.7%+9.0pp | 82.3%+1.4pp | 69.6%+14.2pp |
| Annual return | -8.15% | 12.48%-20.6pp | 119.20%-127.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $4,101 | $3,014+36.1% | $4,628-11.4% | $2,381+72.2% |
| Participant deferral / active EE | $6,379 | $5,240+21.7% | $6,426-0.7% | $3,470+83.8% |
| Admin fee / account holder | $349 | $5,519-93.7% | $9,284-96.2% | $4,888-92.9% |