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 | $66,661 | $149,734-55.5% | $118,925-43.9% | $158,922-58.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | -7.39% | 19.95%-27.3pp | 35.88%-43.3pp | 302.83%-310.2pp |
| Employer contribution / active EE | $1,481 | $4,115-64.0% | $3,263-54.6% | $4,761-68.9% |
| Participant deferral / active EE | $2,200 | $5,223-57.9% | $4,265-48.4% | $5,982-63.2% |
| Admin fee / account holder | $4,297 | $8,603-50.1% | $6,581-34.7% | $11,246-61.8% |