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 | $105,772 | $133,958-21.0% | $112,228-5.8% | $134,475-21.3% |
| Participation rate | 72.2% | 78.6%-6.3pp | 75.1%-2.8pp | 81.2%-9.0pp |
| Annual return | -21.26% | 47.11%-68.4pp | 27.45%-48.7pp | 417.96%-439.2pp |
| Employer contribution / active EE | $2,123 | $4,038-47.4% | $3,635-41.6% | $4,740-55.2% |
| Participant deferral / active EE | $4,519 | $5,291-14.6% | $4,728-4.4% | $6,400-29.4% |
| Admin fee / account holder | $1,919 | $7,489-74.4% | $6,410-70.1% | $11,426-83.2% |