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 | $42,754 | $91,911-53.5% | $68,793-37.9% | $135,375-68.4% |
| Participation rate | 75.0% | 76.7%-1.7pp | 72.2%+2.8pp | 82.6%-7.6pp |
| Annual return | -12.63% | -8.22%-4.4pp | -4.63%-8.0pp | 519.73%-532.4pp |
| Employer contribution / active EE | $5,551 | $3,924+41.5% | $2,625+111.5% | $4,779+16.2% |
| Participant deferral / active EE | $9,136 | $4,315+111.7% | $3,311+175.9% | $5,609+62.9% |
| Admin fee / account holder | $536 | $9,240-94.2% | $5,131-89.5% | $10,827-95.0% |