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 | $60,362 | $99,640-39.4% | $86,436-30.2% | $134,475-55.1% |
| Participation rate | 87.0% | 82.0%+4.9pp | 80.3%+6.6pp | 81.2%+5.7pp |
| Annual return | -23.44% | 6782.58%-6806.0pp | 4394.89%-4418.3pp | 417.96%-441.4pp |
| Employer contribution / active EE | $2,445 | $4,400-44.4% | $3,769-35.1% | $4,740-48.4% |
| Participant deferral / active EE | $3,619 | $7,246-50.1% | $6,952-47.9% | $6,400-43.4% |
| Admin fee / account holder | $2,966 | $8,371-64.6% | $6,731-55.9% | $11,426-74.0% |