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 | $48,771 | $115,770-57.9% | $101,248-51.8% | $158,922-69.3% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | -10.45% | 56.14%-66.6pp | 46.47%-56.9pp | 302.83%-313.3pp |
| Employer contribution / active EE | $1,409 | $4,175-66.2% | $3,660-61.5% | $4,761-70.4% |
| Participant deferral / active EE | $3,841 | $4,957-22.5% | $4,370-12.1% | $5,982-35.8% |
| Admin fee / account holder | $4,067 | $7,245-43.9% | $5,945-31.6% | $11,246-63.8% |