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 | $52,536 | $112,096-53.1% | $95,952-45.2% | $158,922-66.9% |
| Participation rate | 93.3% | 79.0%+14.4pp | 77.1%+16.3pp | 82.0%+11.4pp |
| Annual return | -10.11% | 171.09%-181.2pp | 91.61%-101.7pp | 302.83%-312.9pp |
| Employer contribution / active EE | $1,032 | $3,198-67.7% | $2,541-59.4% | $4,761-78.3% |
| Participant deferral / active EE | $4,139 | $4,784-13.5% | $4,167-0.7% | $5,982-30.8% |
| Admin fee / account holder | $555 | $10,130-94.5% | $6,795-91.8% | $11,246-95.1% |