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 | $112,005 | $140,940-20.5% | $112,229-0.2% | $139,434-19.7% |
| Participation rate | 92.9% | 79.2%+13.7pp | 72.4%+20.4pp | 80.3%+12.5pp |
| Annual return | -7.00% | 32.71%-39.7pp | 30.20%-37.2pp | 372.94%-379.9pp |
| Employer contribution / active EE | $3,571 | $4,283-16.6% | $3,430+4.1% | $4,751-24.8% |
| Participant deferral / active EE | $0 | $5,874-100.0% | $4,798-100.0% | $6,710-100.0% |
| Admin fee / account holder | $13,428 | $9,954+34.9% | $7,748+73.3% | $11,403+17.8% |