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 | $103,998 | $90,590+14.8% | $90,782+14.6% | $135,375-23.2% |
| Participation rate | 83.3% | 83.7%-0.4pp | 82.7%+0.7pp | 82.6%+0.7pp |
| Annual return | -9.49% | -3.40%-6.1pp | -3.42%-6.1pp | 519.73%-529.2pp |
| Employer contribution / active EE | $11,260 | $4,352+158.7% | $4,105+174.3% | $4,779+135.6% |
| Participant deferral / active EE | $14,125 | $5,407+161.3% | $5,366+163.2% | $5,609+151.8% |
| Admin fee / account holder | $622 | $7,683-91.9% | $5,908-89.5% | $10,827-94.3% |