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 | $66,079 | $99,341-33.5% | $84,750-22.0% | $273,961-75.9% |
| Participation rate | 77.8% | 80.7%-2.9pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | -3.29% | 22.93%-26.2pp | 22.78%-26.1pp | 41.45%-44.7pp |
| Employer contribution / active EE | $1,730 | $4,214-58.9% | $3,574-51.6% | $4,869-64.5% |
| Participant deferral / active EE | $9,977 | $4,269+133.7% | $3,712+168.8% | $5,287+88.7% |
| Admin fee / account holder | $1,337 | $6,644-79.9% | $5,332-74.9% | $10,132-86.8% |