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 | $60,393 | $211,958-71.5% | $169,463-64.4% | $135,375-55.4% |
| Participation rate | 82.6% | 82.6%0pp | 77.8%+4.8pp | 82.6%0pp |
| Annual return | -10.95% | 3.26%-14.2pp | 1.83%-12.8pp | 519.73%-530.7pp |
| Employer contribution / active EE | $762 | $5,120-85.1% | $4,159-81.7% | $4,779-84.1% |
| Participant deferral / active EE | $3,276 | $6,075-46.1% | $5,277-37.9% | $5,609-41.6% |
| Admin fee / account holder | $2,154 | $11,471-81.2% | $9,109-76.4% | $10,827-80.1% |