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 | $76,328 | $142,344-46.4% | $119,609-36.2% | $134,475-43.2% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -37.88% | -12.44%-25.4pp | -14.97%-22.9pp | 417.96%-455.8pp |
| Employer contribution / active EE | $3,080 | $5,222-41.0% | $4,232-27.2% | $4,740-35.0% |
| Participant deferral / active EE | $7,751 | $6,469+19.8% | $5,602+38.4% | $6,400+21.1% |
| Admin fee / account holder | $896 | $13,584-93.4% | $10,323-91.3% | $11,426-92.2% |