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 | $36,101 | $107,791-66.5% | $90,645-60.2% | $135,375-73.3% |
| Participation rate | 75.0% | 78.0%-3.0pp | 74.0%+1.0pp | 82.6%-7.6pp |
| Annual return | -10.15% | -0.90%-9.2pp | 1.88%-12.0pp | 519.73%-529.9pp |
| Employer contribution / active EE | $1,941 | $3,018-35.7% | $2,532-23.4% | $4,779-59.4% |
| Participant deferral / active EE | $4,515 | $3,872+16.6% | $3,425+31.8% | $5,609-19.5% |
| Admin fee / account holder | $2,960 | $5,930-50.1% | $4,994-40.7% | $10,827-72.7% |