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 | $49,078 | $69,518-29.4% | $59,878-18.0% | $135,375-63.7% |
| Participation rate | 94.7% | 77.8%+16.9pp | 74.7%+20.0pp | 82.6%+12.1pp |
| Annual return | -9.63% | 7.94%-17.6pp | 3.46%-13.1pp | 519.73%-529.4pp |
| Employer contribution / active EE | $2,986 | $3,235-7.7% | $2,722+9.7% | $4,779-37.5% |
| Participant deferral / active EE | $4,710 | $4,206+12.0% | $3,402+38.5% | $5,609-16.0% |
| Admin fee / account holder | $992 | $5,734-82.7% | $3,590-72.4% | $10,827-90.8% |