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 | $62,799 | $64,707-2.9% | $112,228-44.0% | $68,494-8.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -21.70% | -11.40%-10.3pp | 27.45%-49.1pp | -7.84%-13.9pp |
| Employer contribution / active EE | $9,323 | $2,746+239.5% | $3,635+156.5% | $2,596+259.1% |
| Participant deferral / active EE | $6,399 | $3,565+79.5% | $4,728+35.3% | $4,027+58.9% |
| Admin fee / account holder | $3,834 | $5,232-26.7% | $6,410-40.2% | $5,403-29.0% |