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 9-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 | $29,229 | $112,096-73.9% | $95,952-69.5% | $158,922-81.6% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | -10.98% | 171.09%-182.1pp | 91.61%-102.6pp | 302.83%-313.8pp |
| Employer contribution / active EE | $1,585 | $3,198-50.4% | $2,541-37.6% | $4,761-66.7% |
| Participant deferral / active EE | $4,594 | $4,784-4.0% | $4,167+10.3% | $5,982-23.2% |
| Admin fee / account holder | $14,344 | $10,130+41.6% | $6,795+111.1% | $11,246+27.6% |