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 | $71,852 | $106,115-32.3% | $85,969-16.4% | $125,391-42.7% |
| Participation rate | 75.0% | 84.1%-9.1pp | 76.5%-1.5pp | 83.2%-8.2pp |
| Annual return | -8.13% | 13.93%-22.1pp | 9.32%-17.4pp | 282.22%-290.4pp |
| Employer contribution / active EE | $2,282 | $4,537-49.7% | $3,474-34.3% | $4,866-53.1% |
| Participant deferral / active EE | $6,558 | $4,859+35.0% | $3,829+71.3% | $5,352+22.6% |
| Admin fee / account holder | $5,050 | $8,144-38.0% | $6,053-16.6% | $9,540-47.1% |