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 | $60,145 | $82,664-27.2% | $125,339-52.0% | $68,494-12.2% |
| Participation rate | 89.7% | 75.0%+14.6pp | 82.4%+7.3pp | 67.9%+21.8pp |
| Annual return | -22.13% | -5.97%-16.2pp | 572.05%-594.2pp | -7.84%-14.3pp |
| Employer contribution / active EE | $926 | $3,381-72.6% | $4,814-80.8% | $2,596-64.3% |
| Participant deferral / active EE | $8,588 | $6,110+40.5% | $7,446+15.3% | $4,027+113.3% |
| Admin fee / account holder | $15,476 | $6,275+146.6% | $10,010+54.6% | $5,403+186.4% |