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 | $53,078 | $168,632-68.5% | $147,614-64.0% | $125,391-57.7% |
| Participation rate | 77.8% | 88.8%-11.0pp | 84.6%-6.8pp | 83.2%-5.4pp |
| Annual return | -4.14% | 77.65%-81.8pp | 61.98%-66.1pp | 282.22%-286.4pp |
| Employer contribution / active EE | $4,260 | $6,252-31.9% | $5,564-23.4% | $4,866-12.5% |
| Participant deferral / active EE | $5,321 | $5,507-3.4% | $4,895+8.7% | $5,352-0.6% |
| Admin fee / account holder | $523 | $13,580-96.2% | $11,611-95.5% | $9,540-94.5% |