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 | $36,897 | $100,754-63.4% | $86,677-57.4% | $134,475-72.6% |
| Participation rate | 92.3% | 78.9%+13.4pp | 76.6%+15.7pp | 81.2%+11.1pp |
| Annual return | -26.59% | 29.04%-55.6pp | 35.91%-62.5pp | 417.96%-444.6pp |
| Employer contribution / active EE | $3,063 | $3,489-12.2% | $2,836+8.0% | $4,740-35.4% |
| Participant deferral / active EE | $6,357 | $5,338+19.1% | $4,656+36.5% | $6,400-0.7% |
| Admin fee / account holder | $506 | $10,926-95.4% | $7,493-93.2% | $11,426-95.6% |