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 | $118,658 | $167,307-29.1% | $143,757-17.5% | $134,475-11.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.48% | 0.46%-21.9pp | -0.04%-21.4pp | 417.96%-439.4pp |
| Employer contribution / active EE | $2,744 | $5,619-51.2% | $4,951-44.6% | $4,740-42.1% |
| Participant deferral / active EE | $5,519 | $6,446-14.4% | $5,637-2.1% | $6,400-13.8% |
| Admin fee / account holder | $1,596 | $18,088-91.2% | $14,673-89.1% | $11,426-86.0% |