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 | $87,099 | $92,222-5.6% | $76,768+13.5% | $135,375-35.7% |
| Participation rate | 70.0% | 79.8%-9.8pp | 77.0%-7.0pp | 82.6%-12.6pp |
| Annual return | -13.73% | 5.46%-19.2pp | 2.43%-16.2pp | 519.73%-533.5pp |
| Employer contribution / active EE | $2,360 | $3,216-26.6% | $2,485-5.0% | $4,779-50.6% |
| Participant deferral / active EE | $4,894 | $4,509+8.5% | $3,852+27.1% | $5,609-12.7% |
| Admin fee / account holder | $497 | $10,748-95.4% | $6,675-92.6% | $10,827-95.4% |