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 | $78,631 | $125,758-37.5% | $169,993-53.7% | $75,163+4.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | -0.89% | 27.20%-28.1pp | 53.37%-54.3pp | 160.62%-161.5pp |
| Employer contribution / active EE | $3,376 | $4,615-26.8% | $6,785-50.2% | $2,670+26.5% |
| Participant deferral / active EE | $4,756 | $6,837-30.4% | $10,408-54.3% | $4,125+15.3% |
| Admin fee / account holder | $1,460 | $8,173-82.1% | $12,815-88.6% | $5,651-74.2% |