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 | $52,221 | $99,032-47.3% | $80,019-34.7% | $135,375-61.4% |
| Participation rate | 76.9% | 78.4%-1.4pp | 75.8%+1.1pp | 82.6%-5.7pp |
| Annual return | -10.92% | 15.39%-26.3pp | 11.22%-22.1pp | 519.73%-530.7pp |
| Employer contribution / active EE | $1,331 | $3,043-56.3% | $2,468-46.1% | $4,779-72.2% |
| Participant deferral / active EE | $2,104 | $4,282-50.9% | $3,686-42.9% | $5,609-62.5% |
| Admin fee / account holder | $307 | $10,436-97.1% | $6,521-95.3% | $10,827-97.2% |