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 | $112,363 | $142,344-21.1% | $119,609-6.1% | $134,475-16.4% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -22.94% | -12.44%-10.5pp | -14.97%-8.0pp | 417.96%-440.9pp |
| Employer contribution / active EE | $3,160 | $5,222-39.5% | $4,232-25.3% | $4,740-33.3% |
| Participant deferral / active EE | $8,217 | $6,469+27.0% | $5,602+46.7% | $6,400+28.4% |
| Admin fee / account holder | $1,047 | $13,584-92.3% | $10,323-89.9% | $11,426-90.8% |