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 | $81,591 | $65,061+25.4% | $143,757-43.2% | $66,914+21.9% |
| Participation rate | 91.6% | 65.2%+26.4pp | 80.3%+11.3pp | 69.8%+21.8pp |
| Annual return | -17.97% | -11.14%-6.8pp | -0.04%-17.9pp | 1.58%-19.6pp |
| Employer contribution / active EE | $5,701 | $2,361+141.5% | $4,951+15.1% | $2,544+124.1% |
| Participant deferral / active EE | $16,603 | $2,919+468.8% | $5,637+194.5% | $4,237+291.9% |
| Admin fee / account holder | $4,818 | $502+859.9% | $14,673-67.2% | $593+712.2% |