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 | $79,622 | $142,344-44.1% | $119,609-33.4% | $134,475-40.8% |
| Participation rate | 95.2% | 82.8%+12.4pp | 79.3%+16.0pp | 81.2%+14.0pp |
| Annual return | -21.69% | -12.44%-9.3pp | -14.97%-6.7pp | 417.96%-439.7pp |
| Employer contribution / active EE | $1,809 | $5,222-65.4% | $4,232-57.2% | $4,740-61.8% |
| Participant deferral / active EE | $3,832 | $6,469-40.8% | $5,602-31.6% | $6,400-40.1% |
| Admin fee / account holder | $2,101 | $13,584-84.5% | $10,323-79.6% | $11,426-81.6% |