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 | $87,925 | $88,707-0.9% | $74,183+18.5% | $273,961-67.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -7.58% | 11.94%-19.5pp | 17.74%-25.3pp | 41.45%-49.0pp |
| Employer contribution / active EE | $1,624 | $3,159-48.6% | $2,370-31.5% | $4,869-66.6% |
| Participant deferral / active EE | $5,395 | $4,212+28.1% | $3,550+52.0% | $5,287+2.0% |
| Admin fee / account holder | $1,052 | $8,717-87.9% | $5,586-81.2% | $10,132-89.6% |