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 | $58,288 | $57,354+1.6% | $83,848-30.5% | $64,186-9.2% |
| Participation rate | 85.7% | 68.6%+17.1pp | 76.1%+9.6pp | 69.6%+16.1pp |
| Annual return | -10.83% | 11.38%-22.2pp | 850.88%-861.7pp | 7.63%-18.5pp |
| Employer contribution / active EE | $1,220 | $2,545-52.1% | $3,631-66.4% | $2,381-48.8% |
| Participant deferral / active EE | $4,167 | $2,993+39.2% | $4,082+2.1% | $3,470+20.1% |
| Admin fee / account holder | $8,566 | $4,046+111.7% | $5,478+56.4% | $4,888+75.2% |