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 | $78,583 | $52,681+49.2% | $75,781+3.7% | $59,632+31.8% |
| Participation rate | 84.4% | 67.2%+17.1pp | 75.8%+8.6pp | 68.7%+15.7pp |
| Annual return | -5.03% | 2.95%-8.0pp | 9.68%-14.7pp | 2041.28%-2046.3pp |
| Employer contribution / active EE | $670 | $2,193-69.5% | $3,323-79.9% | $2,203-69.6% |
| Participant deferral / active EE | $3,852 | $2,591+48.7% | $3,651+5.5% | $3,192+20.7% |
| Admin fee / account holder | $27,704 | $3,610+667.5% | $5,299+422.8% | $4,297+544.7% |