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 | $78,563 | $138,065-43.1% | $123,544-36.4% | $135,375-42.0% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -9.27% | 153.68%-163.0pp | 119.20%-128.5pp | 519.73%-529.0pp |
| Employer contribution / active EE | $2,399 | $5,151-53.4% | $4,628-48.2% | $4,779-49.8% |
| Participant deferral / active EE | $5,750 | $6,799-15.4% | $6,426-10.5% | $5,609+2.5% |
| Admin fee / account holder | $1,681 | $10,916-84.6% | $9,284-81.9% | $10,827-84.5% |