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 | $98,126 | $92,222+6.4% | $76,768+27.8% | $135,375-27.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.32% | 5.46%-14.8pp | 2.43%-11.7pp | 519.73%-529.1pp |
| Employer contribution / active EE | $4,905 | $3,216+52.5% | $2,485+97.4% | $4,779+2.6% |
| Participant deferral / active EE | $6,195 | $4,509+37.4% | $3,852+60.8% | $5,609+10.5% |
| Admin fee / account holder | $1,617 | $10,748-85.0% | $6,675-75.8% | $10,827-85.1% |