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 | $62,418 | $82,664-24.5% | $125,339-50.2% | $68,494-8.9% |
| Participation rate | 76.9% | 75.0%+1.9pp | 82.4%-5.4pp | 67.9%+9.0pp |
| Annual return | -22.33% | -5.97%-16.4pp | 572.05%-594.4pp | -7.84%-14.5pp |
| Employer contribution / active EE | $2,247 | $3,381-33.5% | $4,814-53.3% | $2,596-13.4% |
| Participant deferral / active EE | $4,195 | $6,110-31.3% | $7,446-43.7% | $4,027+4.2% |
| Admin fee / account holder | $16,753 | $6,275+167.0% | $10,010+67.4% | $5,403+210.1% |