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 | $81,856 | $45,863+78.5% | $77,024+6.3% | $68,494+19.5% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -20.18% | 1.72%-21.9pp | 42.32%-62.5pp | -7.84%-12.3pp |
| Employer contribution / active EE | $5,340 | $1,650+223.7% | $2,812+89.9% | $2,596+105.7% |
| Participant deferral / active EE | $2,473 | $2,962-16.5% | $4,426-44.1% | $4,027-38.6% |
| Admin fee / account holder | $2,935 | $3,041-3.5% | $5,425-45.9% | $5,403-45.7% |