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 | $63,133 | $57,354+10.1% | $83,848-24.7% | $64,186-1.6% |
| Participation rate | 81.4% | 68.6%+12.8pp | 76.1%+5.3pp | 69.6%+11.8pp |
| Annual return | -58.48% | 11.38%-69.9pp | 850.88%-909.4pp | 7.63%-66.1pp |
| Employer contribution / active EE | $1,850 | $2,545-27.3% | $3,631-49.0% | $2,381-22.3% |
| Participant deferral / active EE | $3,830 | $2,993+28.0% | $4,082-6.2% | $3,470+10.4% |
| Admin fee / account holder | $1,453 | $4,046-64.1% | $5,478-73.5% | $4,888-70.3% |