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 | $119,685 | $100,754+18.8% | $86,677+38.1% | $134,475-11.0% |
| Participation rate | 70.8% | 78.9%-8.1pp | 76.6%-5.7pp | 81.2%-10.4pp |
| Annual return | -20.50% | 29.04%-49.5pp | 35.91%-56.4pp | 417.96%-438.5pp |
| Employer contribution / active EE | $949 | $3,489-72.8% | $2,836-66.6% | $4,740-80.0% |
| Participant deferral / active EE | $2,361 | $5,338-55.8% | $4,656-49.3% | $6,400-63.1% |
| Admin fee / account holder | $4,331 | $10,926-60.4% | $7,493-42.2% | $11,426-62.1% |