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 | $46,865 | $100,754-53.5% | $86,677-45.9% | $134,475-65.1% |
| Participation rate | 85.0% | 78.9%+6.1pp | 76.6%+8.4pp | 81.2%+3.8pp |
| Annual return | -34.53% | 29.04%-63.6pp | 35.91%-70.4pp | 417.96%-452.5pp |
| Employer contribution / active EE | $11,538 | $3,489+230.7% | $2,836+306.8% | $4,740+143.4% |
| Participant deferral / active EE | $6,734 | $5,338+26.2% | $4,656+44.6% | $6,400+5.2% |
| Admin fee / account holder | $5,525 | $10,926-49.4% | $7,493-26.3% | $11,426-51.6% |