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 | $111,687 | $95,862+16.5% | $79,550+40.4% | $134,475-16.9% |
| Participation rate | 86.7% | 75.0%+11.6pp | 69.5%+17.2pp | 81.2%+5.4pp |
| Annual return | -21.36% | -2.69%-18.7pp | 0.16%-21.5pp | 417.96%-439.3pp |
| Employer contribution / active EE | $3,830 | $3,128+22.4% | $2,413+58.7% | $4,740-19.2% |
| Participant deferral / active EE | $5,135 | $4,693+9.4% | $3,985+28.9% | $6,400-19.8% |
| Admin fee / account holder | $2,228 | $9,126-75.6% | $6,832-67.4% | $11,426-80.5% |