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 | $76,205 | $82,664-7.8% | $125,339-39.2% | $68,494+11.3% |
| Participation rate | 93.3% | 75.0%+18.3pp | 82.4%+11.0pp | 67.9%+25.4pp |
| Annual return | -20.01% | -5.97%-14.0pp | 572.05%-592.1pp | -7.84%-12.2pp |
| Employer contribution / active EE | $805 | $3,381-76.2% | $4,814-83.3% | $2,596-69.0% |
| Participant deferral / active EE | $5,770 | $6,110-5.6% | $7,446-22.5% | $4,027+43.3% |
| Admin fee / account holder | $5,176 | $6,275-17.5% | $10,010-48.3% | $5,403-4.2% |