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 | $66,164 | $95,862-31.0% | $79,550-16.8% | $134,475-50.8% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -28.43% | -2.69%-25.7pp | 0.16%-28.6pp | 417.96%-446.4pp |
| Employer contribution / active EE | $2,770 | $3,128-11.5% | $2,413+14.8% | $4,740-41.6% |
| Participant deferral / active EE | $5,435 | $4,693+15.8% | $3,985+36.4% | $6,400-15.1% |
| Admin fee / account holder | $1,430 | $9,126-84.3% | $6,832-79.1% | $11,426-87.5% |