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 | $46,764 | $95,971-51.3% | $74,550-37.3% | $135,375-65.5% |
| Participation rate | 79.2% | 75.7%+3.5pp | 69.1%+10.0pp | 82.6%-3.5pp |
| Annual return | -9.89% | 56.96%-66.9pp | 32.53%-42.4pp | 519.73%-529.6pp |
| Employer contribution / active EE | $3,000 | $2,716+10.5% | $1,961+53.0% | $4,779-37.2% |
| Participant deferral / active EE | $2,565 | $3,843-33.3% | $3,108-17.5% | $5,609-54.3% |
| Admin fee / account holder | $635 | $6,522-90.3% | $5,060-87.5% | $10,827-94.1% |