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 | $26,739 | $77,813-65.6% | $123,544-78.4% | $64,186-58.3% |
| Participation rate | 80.6% | 74.7%+5.9pp | 82.3%-1.6pp | 69.6%+11.1pp |
| Annual return | -9.32% | 12.48%-21.8pp | 119.20%-128.5pp | 7.63%-17.0pp |
| Employer contribution / active EE | $648 | $3,014-78.5% | $4,628-86.0% | $2,381-72.8% |
| Participant deferral / active EE | $5,514 | $5,240+5.2% | $6,426-14.2% | $3,470+58.9% |
| Admin fee / account holder | $619 | $5,519-88.8% | $9,284-93.3% | $4,888-87.3% |