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 | $106,091 | $100,754+5.3% | $86,677+22.4% | $134,475-21.1% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -24.22% | 29.04%-53.3pp | 35.91%-60.1pp | 417.96%-442.2pp |
| Employer contribution / active EE | $828 | $3,489-76.3% | $2,836-70.8% | $4,740-82.5% |
| Participant deferral / active EE | $7,865 | $5,338+47.3% | $4,656+68.9% | $6,400+22.9% |
| Admin fee / account holder | $1,414 | $10,926-87.1% | $7,493-81.1% | $11,426-87.6% |