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 | $124,168 | $167,307-25.8% | $143,757-13.6% | $134,475-7.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -32.09% | 0.46%-32.5pp | -0.04%-32.0pp | 417.96%-450.1pp |
| Employer contribution / active EE | $13,015 | $5,619+131.6% | $4,951+162.9% | $4,740+174.6% |
| Participant deferral / active EE | $5,663 | $6,446-12.2% | $5,637+0.5% | $6,400-11.5% |
| Admin fee / account holder | $355 | $18,088-98.0% | $14,673-97.6% | $11,426-96.9% |