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 | $36,788 | $167,484-78.0% | $151,611-75.7% | $134,475-72.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.47% | 7.80%-29.3pp | 3.33%-24.8pp | 417.96%-439.4pp |
| Employer contribution / active EE | $2,687 | $6,829-60.6% | $6,166-56.4% | $4,740-43.3% |
| Participant deferral / active EE | $3,672 | $8,986-59.1% | $8,363-56.1% | $6,400-42.6% |
| Admin fee / account holder | $1,598 | $13,783-88.4% | $11,616-86.2% | $11,426-86.0% |