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 | $58,666 | $94,529-37.9% | $140,016-58.1% | $64,186-8.6% |
| Participation rate | 86.6% | 84.1%+2.5pp | 87.5%-0.9pp | 69.6%+17.0pp |
| Annual return | -10.76% | 7.77%-18.5pp | 651.12%-661.9pp | 7.63%-18.4pp |
| Employer contribution / active EE | $5,441 | $3,812+42.7% | $5,606-2.9% | $2,381+128.6% |
| Participant deferral / active EE | $11,181 | $5,250+113.0% | $6,927+61.4% | $3,470+222.2% |
| Admin fee / account holder | $3,466 | $6,741-48.6% | $10,705-67.6% | $4,888-29.1% |