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 | $67,515 | $110,094-38.7% | $151,611-55.5% | $68,494-1.4% |
| Participation rate | 77.4% | 84.0%-6.6pp | 87.5%-10.1pp | 67.9%+9.5pp |
| Annual return | -19.09% | -10.12%-9.0pp | 3.33%-22.4pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,383 | $4,471-69.1% | $6,166-77.6% | $2,596-46.7% |
| Participant deferral / active EE | $3,039 | $6,527-53.4% | $8,363-63.7% | $4,027-24.5% |
| Admin fee / account holder | $14,283 | $7,719+85.0% | $11,616+23.0% | $5,403+164.4% |