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 | $63,676 | $100,754-36.8% | $86,677-26.5% | $134,475-52.6% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -20.30% | 29.04%-49.3pp | 35.91%-56.2pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,539 | $3,489-27.2% | $2,836-10.5% | $4,740-46.4% |
| Participant deferral / active EE | $7,831 | $5,338+46.7% | $4,656+68.2% | $6,400+22.4% |
| Admin fee / account holder | $6,907 | $10,926-36.8% | $7,493-7.8% | $11,426-39.5% |