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 | $58,000 | $92,222-37.1% | $76,768-24.4% | $135,375-57.2% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -10.41% | 5.46%-15.9pp | 2.43%-12.8pp | 519.73%-530.1pp |
| Employer contribution / active EE | $2,474 | $3,216-23.1% | $2,485-0.4% | $4,779-48.2% |
| Participant deferral / active EE | $5,801 | $4,509+28.7% | $3,852+50.6% | $5,609+3.4% |
| Admin fee / account holder | $5,557 | $10,748-48.3% | $6,675-16.7% | $10,827-48.7% |