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 9-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 | $109,679 | $104,251+5.2% | $91,001+20.5% | $147,584-25.7% |
| Participation rate | 84.2% | 78.2%+6.0pp | 75.6%+8.6pp | 82.8%+1.4pp |
| Annual return | -22.74% | 27.06%-49.8pp | 4.60%-27.3pp | 578.55%-601.3pp |
| Employer contribution / active EE | $531 | $3,116-82.9% | $2,456-78.4% | $4,876-89.1% |
| Participant deferral / active EE | $3,879 | $4,195-7.5% | $3,547+9.3% | $5,439-28.7% |
| Admin fee / account holder | $46,133 | $8,948+415.6% | $5,417+751.6% | $10,885+323.8% |