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 | $78,772 | $54,350+44.9% | $82,719-4.8% | $68,494+15.0% |
| Participation rate | 84.6% | 63.9%+20.7pp | 72.6%+12.1pp | 67.9%+16.7pp |
| Annual return | -22.07% | -13.67%-8.4pp | 701.18%-723.2pp | -7.84%-14.2pp |
| Employer contribution / active EE | $667 | $2,218-69.9% | $3,009-77.8% | $2,596-74.3% |
| Participant deferral / active EE | $3,708 | $3,246+14.2% | $4,395-15.6% | $4,027-7.9% |
| Admin fee / account holder | $7,337 | $4,395+66.9% | $5,329+37.7% | $5,403+35.8% |