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 | $86,711 | $167,307-48.2% | $143,757-39.7% | $134,475-35.5% |
| Participation rate | 95.5% | 84.8%+10.6pp | 80.3%+15.1pp | 81.2%+14.2pp |
| Annual return | -21.41% | 0.46%-21.9pp | -0.04%-21.4pp | 417.96%-439.4pp |
| Employer contribution / active EE | $4,425 | $5,619-21.2% | $4,951-10.6% | $4,740-6.6% |
| Participant deferral / active EE | $7,227 | $6,446+12.1% | $5,637+28.2% | $6,400+12.9% |
| Admin fee / account holder | $1,765 | $18,088-90.2% | $14,673-88.0% | $11,426-84.6% |