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 | $81,279 | $100,754-19.3% | $86,677-6.2% | $134,475-39.6% |
| Participation rate | 90.5% | 78.9%+11.5pp | 76.6%+13.9pp | 81.2%+9.3pp |
| Annual return | -21.28% | 29.04%-50.3pp | 35.91%-57.2pp | 417.96%-439.2pp |
| Employer contribution / active EE | $3,491 | $3,4890% | $2,836+23.1% | $4,740-26.3% |
| Participant deferral / active EE | $3,820 | $5,338-28.4% | $4,656-18.0% | $6,400-40.3% |
| Admin fee / account holder | $27,090 | $10,926+147.9% | $7,493+261.5% | $11,426+137.1% |