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 | $76,166 | $64,707+17.7% | $112,228-32.1% | $68,494+11.2% |
| Participation rate | 98.7% | 67.2%+31.6pp | 75.1%+23.6pp | 67.9%+30.8pp |
| Annual return | -22.73% | -11.40%-11.3pp | 27.45%-50.2pp | -7.84%-14.9pp |
| Employer contribution / active EE | $1,796 | $2,746-34.6% | $3,635-50.6% | $2,596-30.8% |
| Participant deferral / active EE | $4,965 | $3,565+39.3% | $4,728+5.0% | $4,027+23.3% |
| Admin fee / account holder | $16,720 | $5,232+219.6% | $6,410+160.8% | $5,403+209.5% |