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 | $61,701 | $72,404-14.8% | $110,238-44.0% | $64,186-3.9% |
| Participation rate | 97.1% | 73.3%+23.7pp | 79.8%+17.2pp | 69.6%+27.5pp |
| Annual return | -7.96% | -6.29%-1.7pp | 314.74%-322.7pp | 7.63%-15.6pp |
| Employer contribution / active EE | $3,660 | $2,282+60.4% | $3,826-4.4% | $2,381+53.7% |
| Participant deferral / active EE | $6,627 | $3,469+91.0% | $4,672+41.8% | $3,470+91.0% |
| Admin fee / account holder | $8,437 | $5,664+49.0% | $8,547-1.3% | $4,888+72.6% |