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 | $59,996 | $77,813-22.9% | $123,544-51.4% | $64,186-6.5% |
| Participation rate | 78.6% | 74.7%+3.9pp | 82.3%-3.7pp | 69.6%+9.0pp |
| Annual return | -10.09% | 12.48%-22.6pp | 119.20%-129.3pp | 7.63%-17.7pp |
| Employer contribution / active EE | $3,199 | $3,014+6.1% | $4,628-30.9% | $2,381+34.4% |
| Participant deferral / active EE | $7,304 | $5,240+39.4% | $6,426+13.7% | $3,470+110.5% |
| Admin fee / account holder | $1,202 | $5,519-78.2% | $9,284-87.1% | $4,888-75.4% |