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 | $88,686 | $102,616-13.6% | $81,983+8.2% | $158,922-44.2% |
| Participation rate | 70.8% | 75.5%-4.7pp | 69.2%+1.6pp | 82.0%-11.1pp |
| Annual return | -5.05% | 61.04%-66.1pp | 41.31%-46.4pp | 302.83%-307.9pp |
| Employer contribution / active EE | $947 | $3,240-70.8% | $2,498-62.1% | $4,761-80.1% |
| Participant deferral / active EE | $3,515 | $4,648-24.4% | $3,722-5.6% | $5,982-41.2% |
| Admin fee / account holder | $1,034 | $8,235-87.4% | $5,664-81.7% | $11,246-90.8% |