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 | $98,941 | $167,484-40.9% | $151,611-34.7% | $134,475-26.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -30.62% | 7.80%-38.4pp | 3.33%-34.0pp | 417.96%-448.6pp |
| Employer contribution / active EE | $4,210 | $6,829-38.4% | $6,166-31.7% | $4,740-11.2% |
| Participant deferral / active EE | $9,327 | $8,986+3.8% | $8,363+11.5% | $6,400+45.7% |
| Admin fee / account holder | $819 | $13,783-94.1% | $11,616-92.9% | $11,426-92.8% |