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 | $102,978 | $149,734-31.2% | $118,925-13.4% | $158,922-35.2% |
| Participation rate | 85.7% | 82.1%+3.6pp | 75.4%+10.3pp | 82.0%+3.8pp |
| Annual return | -14.96% | 19.95%-34.9pp | 35.88%-50.8pp | 302.83%-317.8pp |
| Employer contribution / active EE | $3,515 | $4,115-14.6% | $3,263+7.7% | $4,761-26.2% |
| Participant deferral / active EE | $6,858 | $5,223+31.3% | $4,265+60.8% | $5,982+14.6% |
| Admin fee / account holder | $4,205 | $8,603-51.1% | $6,581-36.1% | $11,246-62.6% |