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 | $124,289 | $167,307-25.7% | $143,757-13.5% | $134,475-7.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -22.57% | 0.46%-23.0pp | -0.04%-22.5pp | 417.96%-440.5pp |
| Employer contribution / active EE | $2,839 | $5,619-49.5% | $4,951-42.7% | $4,740-40.1% |
| Participant deferral / active EE | $9,076 | $6,446+40.8% | $5,637+61.0% | $6,400+41.8% |
| Admin fee / account holder | $1,209 | $18,088-93.3% | $14,673-91.8% | $11,426-89.4% |