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 | $156,130 | $142,344+9.7% | $119,609+30.5% | $134,475+16.1% |
| Participation rate | 76.9% | 82.8%-5.9pp | 79.3%-2.3pp | 81.2%-4.3pp |
| Annual return | -30.97% | -12.44%-18.5pp | -14.97%-16.0pp | 417.96%-448.9pp |
| Employer contribution / active EE | $3,642 | $5,222-30.3% | $4,232-13.9% | $4,740-23.2% |
| Participant deferral / active EE | $6,016 | $6,469-7.0% | $5,602+7.4% | $6,400-6.0% |
| Admin fee / account holder | $703 | $13,584-94.8% | $10,323-93.2% | $11,426-93.8% |