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 | $99,033 | $111,301-11.0% | $112,977-12.3% | $158,922-37.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | -19.21% | 26.40%-45.6pp | 24.24%-43.5pp | 302.83%-322.0pp |
| Employer contribution / active EE | $3,670 | $4,471-17.9% | $4,255-13.7% | $4,761-22.9% |
| Participant deferral / active EE | $5,305 | $5,880-9.8% | $5,836-9.1% | $5,982-11.3% |
| Admin fee / account holder | $689 | $8,392-91.8% | $6,294-89.0% | $11,246-93.9% |