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 | $85,230 | $95,862-11.1% | $79,550+7.1% | $134,475-36.6% |
| Participation rate | 88.9% | 75.0%+13.9pp | 69.5%+19.4pp | 81.2%+7.7pp |
| Annual return | -25.09% | -2.69%-22.4pp | 0.16%-25.3pp | 417.96%-443.1pp |
| Employer contribution / active EE | $1,149 | $3,128-63.3% | $2,413-52.4% | $4,740-75.8% |
| Participant deferral / active EE | $9,674 | $4,693+106.1% | $3,985+142.7% | $6,400+51.2% |
| Admin fee / account holder | $6,748 | $9,126-26.1% | $6,832-1.2% | $11,426-40.9% |