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 | $67,415 | $100,754-33.1% | $86,677-22.2% | $134,475-49.9% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -22.01% | 29.04%-51.1pp | 35.91%-57.9pp | 417.96%-440.0pp |
| Employer contribution / active EE | $4,530 | $3,489+29.8% | $2,836+59.7% | $4,740-4.4% |
| Participant deferral / active EE | $5,109 | $5,338-4.3% | $4,656+9.7% | $6,400-20.2% |
| Admin fee / account holder | $630 | $10,926-94.2% | $7,493-91.6% | $11,426-94.5% |