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 | $87,456 | $54,350+60.9% | $82,719+5.7% | $68,494+27.7% |
| Participation rate | 73.3% | 63.9%+9.4pp | 72.6%+0.8pp | 67.9%+5.4pp |
| Annual return | -20.74% | -13.67%-7.1pp | 701.18%-721.9pp | -7.84%-12.9pp |
| Employer contribution / active EE | $2,016 | $2,218-9.1% | $3,009-33.0% | $2,596-22.3% |
| Participant deferral / active EE | $3,316 | $3,246+2.2% | $4,395-24.5% | $4,027-17.7% |
| Admin fee / account holder | $363 | $4,395-91.7% | $5,329-93.2% | $5,403-93.3% |