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 | $115,087 | $129,942-11.4% | $104,294+10.3% | $134,475-14.4% |
| Participation rate | 92.3% | 79.5%+12.8pp | 73.3%+19.0pp | 81.2%+11.1pp |
| Annual return | -22.35% | 42.03%-64.4pp | 24.61%-47.0pp | 417.96%-440.3pp |
| Employer contribution / active EE | $2,873 | $4,184-31.3% | $3,372-14.8% | $4,740-39.4% |
| Participant deferral / active EE | $6,216 | $5,588+11.2% | $4,625+34.4% | $6,400-2.9% |
| Admin fee / account holder | $3,241 | $9,323-65.2% | $7,339-55.8% | $11,426-71.6% |