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 | $65,609 | $133,958-51.0% | $112,228-41.5% | $134,475-51.2% |
| Participation rate | 84.6% | 78.6%+6.1pp | 75.1%+9.6pp | 81.2%+3.4pp |
| Annual return | -27.56% | 47.11%-74.7pp | 27.45%-55.0pp | 417.96%-445.5pp |
| Employer contribution / active EE | $3,062 | $4,038-24.2% | $3,635-15.7% | $4,740-35.4% |
| Participant deferral / active EE | $3,410 | $5,291-35.5% | $4,728-27.9% | $6,400-46.7% |
| Admin fee / account holder | $857 | $7,489-88.6% | $6,410-86.6% | $11,426-92.5% |