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 | $58,401 | $165,984-64.8% | $164,813-64.6% | $145,922-60.0% |
| Participation rate | 95.7% | 82.0%+13.7pp | 78.6%+17.0pp | 80.3%+15.4pp |
| Annual return | -9.72% | 100.03%-109.8pp | 69.93%-79.7pp | 561.29%-571.0pp |
| Employer contribution / active EE | $2,601 | $5,273-50.7% | $4,341-40.1% | $4,660-44.2% |
| Participant deferral / active EE | $6,427 | $6,959-7.6% | $6,031+6.6% | $6,688-3.9% |
| Admin fee / account holder | $715 | $16,648-95.7% | $12,690-94.4% | $13,397-94.7% |