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 | $45,735 | $94,529-51.6% | $140,016-67.3% | $64,186-28.7% |
| Participation rate | 81.8% | 84.1%-2.3pp | 87.5%-5.7pp | 69.6%+12.2pp |
| Annual return | -8.63% | 7.77%-16.4pp | 651.12%-659.7pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,954 | $3,812-48.8% | $5,606-65.1% | $2,381-17.9% |
| Participant deferral / active EE | $3,486 | $5,250-33.6% | $6,927-49.7% | $3,470+0.5% |
| Admin fee / account holder | $903 | $6,741-86.6% | $10,705-91.6% | $4,888-81.5% |