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 | $66,365 | $78,694-15.7% | $67,652-1.9% | $125,391-47.1% |
| Participation rate | 86.4% | 78.8%+7.6pp | 75.7%+10.7pp | 83.2%+3.2pp |
| Annual return | -3.56% | 9.46%-13.0pp | 6625.04%-6628.6pp | 282.22%-285.8pp |
| Employer contribution / active EE | $1,476 | $3,044-51.5% | $2,266-34.9% | $4,866-69.7% |
| Participant deferral / active EE | $4,598 | $4,292+7.1% | $3,560+29.2% | $5,352-14.1% |
| Admin fee / account holder | $3,437 | $7,403-53.6% | $4,821-28.7% | $9,540-64.0% |