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 | $69,307 | $77,813-10.9% | $123,544-43.9% | $64,186+8.0% |
| Participation rate | 81.5% | 74.7%+6.8pp | 82.3%-0.8pp | 69.6%+11.9pp |
| Annual return | -9.64% | 12.48%-22.1pp | 119.20%-128.8pp | 7.63%-17.3pp |
| Employer contribution / active EE | $2,467 | $3,014-18.2% | $4,628-46.7% | $2,381+3.6% |
| Participant deferral / active EE | $6,474 | $5,240+23.6% | $6,426+0.8% | $3,470+86.6% |
| Admin fee / account holder | $1,191 | $5,519-78.4% | $9,284-87.2% | $4,888-75.6% |