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 | $119,549 | $167,307-28.5% | $143,757-16.8% | $134,475-11.1% |
| Participation rate | 76.5% | 84.8%-8.3pp | 80.3%-3.8pp | 81.2%-4.8pp |
| Annual return | -26.00% | 0.46%-26.5pp | -0.04%-26.0pp | 417.96%-444.0pp |
| Employer contribution / active EE | $1,686 | $5,619-70.0% | $4,951-66.0% | $4,740-64.4% |
| Participant deferral / active EE | $4,092 | $6,446-36.5% | $5,637-27.4% | $6,400-36.1% |
| Admin fee / account holder | $22,027 | $18,088+21.8% | $14,673+50.1% | $11,426+92.8% |