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 | $115,644 | $92,222+25.4% | $76,768+50.6% | $135,375-14.6% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -9.62% | 5.46%-15.1pp | 2.43%-12.1pp | 519.73%-529.4pp |
| Employer contribution / active EE | $5,214 | $3,216+62.1% | $2,485+109.8% | $4,779+9.1% |
| Participant deferral / active EE | $5,214 | $4,509+15.6% | $3,852+35.4% | $5,609-7.0% |
| Admin fee / account holder | $666 | $10,748-93.8% | $6,675-90.0% | $10,827-93.8% |