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 | $96,071 | $99,652-3.6% | $78,778+22.0% | $147,584-34.9% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | -5.92% | 47.28%-53.2pp | 35.62%-41.5pp | 578.55%-584.5pp |
| Employer contribution / active EE | $585 | $2,796-79.1% | $1,986-70.6% | $4,876-88.0% |
| Participant deferral / active EE | $900 | $3,664-75.4% | $2,958-69.6% | $5,439-83.5% |
| Admin fee / account holder | $510 | $7,155-92.9% | $5,134-90.1% | $10,885-95.3% |