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 | $73,066 | $167,307-56.3% | $143,757-49.2% | $134,475-45.7% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -25.34% | 0.46%-25.8pp | -0.04%-25.3pp | 417.96%-443.3pp |
| Employer contribution / active EE | $1,871 | $5,619-66.7% | $4,951-62.2% | $4,740-60.5% |
| Participant deferral / active EE | $8,119 | $6,446+26.0% | $5,637+44.0% | $6,400+26.9% |
| Admin fee / account holder | $684 | $18,088-96.2% | $14,673-95.3% | $11,426-94.0% |