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 | $52,205 | $167,484-68.8% | $151,611-65.6% | $134,475-61.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.04% | 7.80%-29.8pp | 3.33%-25.4pp | 417.96%-440.0pp |
| Employer contribution / active EE | $4,440 | $6,829-35.0% | $6,166-28.0% | $4,740-6.3% |
| Participant deferral / active EE | $12,080 | $8,986+34.4% | $8,363+44.4% | $6,400+88.8% |
| Admin fee / account holder | $371 | $13,783-97.3% | $11,616-96.8% | $11,426-96.8% |