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 | $123,696 | $211,958-41.6% | $169,463-27.0% | $135,375-8.6% |
| Participation rate | 87.5% | 82.6%+4.9pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -16.63% | 3.26%-19.9pp | 1.83%-18.5pp | 519.73%-536.4pp |
| Employer contribution / active EE | $656 | $5,120-87.2% | $4,159-84.2% | $4,779-86.3% |
| Participant deferral / active EE | $4,792 | $6,075-21.1% | $5,277-9.2% | $5,609-14.6% |
| Admin fee / account holder | $18,017 | $11,471+57.1% | $9,109+97.8% | $10,827+66.4% |