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 | $88,987 | $82,664+7.6% | $125,339-29.0% | $68,494+29.9% |
| Participation rate | 97.5% | 75.0%+22.5pp | 82.4%+15.1pp | 67.9%+29.6pp |
| Annual return | -22.01% | -5.97%-16.0pp | 572.05%-594.1pp | -7.84%-14.2pp |
| Employer contribution / active EE | $1,335 | $3,381-60.5% | $4,814-72.3% | $2,596-48.6% |
| Participant deferral / active EE | $6,310 | $6,110+3.3% | $7,446-15.3% | $4,027+56.7% |
| Admin fee / account holder | $3,795 | $6,275-39.5% | $10,010-62.1% | $5,403-29.7% |