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 | $93,262 | $91,538+1.9% | $129,995-28.3% | $75,163+24.1% |
| Participation rate | 90.6% | 71.4%+19.2pp | 78.5%+12.1pp | 67.2%+23.4pp |
| Annual return | 11.16% | -631.11%+642.3pp | -137.18%+148.3pp | 160.62%-149.5pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,755 | $4,341+32.6% | $5,820-1.1% | $4,125+39.5% |
| Admin fee / account holder | $5,556 | $6,790-18.2% | $10,614-47.7% | $5,651-1.7% |