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 | $97,846 | $90,519+8.1% | $93,789+4.3% | $134,475-27.2% |
| Participation rate | 94.1% | 82.0%+12.2pp | 81.0%+13.2pp | 81.2%+12.9pp |
| Annual return | -28.65% | -15.72%-12.9pp | -11.33%-17.3pp | 417.96%-446.6pp |
| Employer contribution / active EE | $9,126 | $4,343+110.1% | $4,323+111.1% | $4,740+92.5% |
| Participant deferral / active EE | $13,807 | $5,978+131.0% | $6,094+126.6% | $6,400+115.7% |
| Admin fee / account holder | $1,104 | $9,252-88.1% | $7,195-84.7% | $11,426-90.3% |