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 | $69,982 | $54,380+28.7% | $68,509+2.1% | $59,632+17.4% |
| Participation rate | 89.2% | 70.2%+19.0pp | 74.7%+14.5pp | 68.7%+20.5pp |
| Annual return | -2.99% | 2.83%-5.8pp | 8.27%-11.3pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $3,538 | $1,539+130.0% | $2,278+55.3% | $2,203+60.6% |
| Participant deferral / active EE | $6,332 | $2,643+139.5% | $3,382+87.2% | $3,192+98.4% |
| Admin fee / account holder | $732 | $3,885-81.2% | $5,275-86.1% | $4,297-83.0% |