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 | $65,273 | $89,753-27.3% | $107,525-39.3% | $84,808-23.0% |
| Participation rate | 77.6% | 68.1%+9.5pp | 75.1%+2.5pp | 68.3%+9.2pp |
| Annual return | -22.43% | 29.48%-51.9pp | 181.32%-203.8pp | 40.90%-63.3pp |
| Employer contribution / active EE | $1,527 | $3,113-51.0% | $3,754-59.3% | $2,631-42.0% |
| Participant deferral / active EE | $5,090 | $4,056+25.5% | $5,116-0.5% | $4,212+20.8% |
| Admin fee / account holder | $1,457 | $7,222-79.8% | $8,919-83.7% | $7,344-80.2% |