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 | $35,181 | $211,958-83.4% | $169,463-79.2% | $135,375-74.0% |
| Participation rate | 85.7% | 82.6%+3.1pp | 77.8%+7.9pp | 82.6%+3.1pp |
| Annual return | -10.31% | 3.26%-13.6pp | 1.83%-12.1pp | 519.73%-530.0pp |
| Employer contribution / active EE | $2,200 | $5,120-57.0% | $4,159-47.1% | $4,779-54.0% |
| Participant deferral / active EE | $5,232 | $6,075-13.9% | $5,277-0.8% | $5,609-6.7% |
| Admin fee / account holder | $672 | $11,471-94.1% | $9,109-92.6% | $10,827-93.8% |