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 | $53,432 | $76,000-29.7% | $154,107-65.3% | $64,186-16.8% |
| Participation rate | 85.7% | 70.4%+15.3pp | 83.0%+2.7pp | 69.6%+16.1pp |
| Annual return | -8.34% | 30.32%-38.7pp | 735.12%-743.5pp | 7.63%-16.0pp |
| Employer contribution / active EE | $2,341 | $3,351-30.1% | $5,298-55.8% | $2,381-1.7% |
| Participant deferral / active EE | $3,757 | $3,175+18.3% | $5,081-26.1% | $3,470+8.3% |
| Admin fee / account holder | $1,778 | $5,596-68.2% | $13,411-86.7% | $4,888-63.6% |