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 | $67,815 | $167,307-59.5% | $143,757-52.8% | $134,475-49.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.82% | 0.46%-28.3pp | -0.04%-27.8pp | 417.96%-445.8pp |
| Employer contribution / active EE | $7,879 | $5,619+40.2% | $4,951+59.1% | $4,740+66.2% |
| Participant deferral / active EE | $6,635 | $6,446+2.9% | $5,637+17.7% | $6,400+3.7% |
| Admin fee / account holder | $1,486 | $18,088-91.8% | $14,673-89.9% | $11,426-87.0% |