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 | $70,175 | $133,958-47.6% | $112,228-37.5% | $134,475-47.8% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.4pp |
| Annual return | -24.44% | 47.11%-71.6pp | 27.45%-51.9pp | 417.96%-442.4pp |
| Employer contribution / active EE | $5,647 | $4,038+39.8% | $3,635+55.4% | $4,740+19.1% |
| Participant deferral / active EE | $10,352 | $5,291+95.7% | $4,728+119.0% | $6,400+61.8% |
| Admin fee / account holder | $3,720 | $7,489-50.3% | $6,410-42.0% | $11,426-67.4% |