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 | $59,775 | $64,480-7.3% | $81,382-26.5% | $80,856-26.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | -36.53% | 16.34%-52.9pp | 24.73%-61.3pp | 35.59%-72.1pp |
| Employer contribution / active EE | $4,659 | $1,978+135.5% | $2,463+89.2% | $2,755+69.1% |
| Participant deferral / active EE | $2,343 | $3,094-24.3% | $3,883-39.7% | $4,296-45.5% |
| Admin fee / account holder | $37,281 | $5,671+557.4% | $5,768+546.3% | $6,918+438.9% |