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 | $50,003 | $167,307-70.1% | $143,757-65.2% | $134,475-62.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -24.22% | 0.46%-24.7pp | -0.04%-24.2pp | 417.96%-442.2pp |
| Employer contribution / active EE | $1,821 | $5,619-67.6% | $4,951-63.2% | $4,740-61.6% |
| Participant deferral / active EE | $4,997 | $6,446-22.5% | $5,637-11.4% | $6,400-21.9% |
| Admin fee / account holder | $755 | $18,088-95.8% | $14,673-94.9% | $11,426-93.4% |