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 | $49,805 | $92,222-46.0% | $76,768-35.1% | $135,375-63.2% |
| Participation rate | 77.8% | 79.8%-2.0pp | 77.0%+0.8pp | 82.6%-4.9pp |
| Annual return | -8.83% | 5.46%-14.3pp | 2.43%-11.3pp | 519.73%-528.6pp |
| Employer contribution / active EE | $6,085 | $3,216+89.2% | $2,485+144.9% | $4,779+27.3% |
| Participant deferral / active EE | $4,175 | $4,509-7.4% | $3,852+8.4% | $5,609-25.6% |
| Admin fee / account holder | $8,926 | $10,748-17.0% | $6,675+33.7% | $10,827-17.6% |