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 | $69,191 | $167,307-58.6% | $143,757-51.9% | $134,475-48.5% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -21.15% | 0.46%-21.6pp | -0.04%-21.1pp | 417.96%-439.1pp |
| Employer contribution / active EE | $1,900 | $5,619-66.2% | $4,951-61.6% | $4,740-59.9% |
| Participant deferral / active EE | $7,555 | $6,446+17.2% | $5,637+34.0% | $6,400+18.1% |
| Admin fee / account holder | $21,732 | $18,088+20.1% | $14,673+48.1% | $11,426+90.2% |