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 | $112,319 | $140,940-20.3% | $112,229+0.1% | $139,434-19.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -5.40% | 32.71%-38.1pp | 30.20%-35.6pp | 372.94%-378.3pp |
| Employer contribution / active EE | $2,666 | $4,283-37.7% | $3,430-22.3% | $4,751-43.9% |
| Participant deferral / active EE | $3,540 | $5,874-39.7% | $4,798-26.2% | $6,710-47.2% |
| Admin fee / account holder | $23,369 | $9,954+134.8% | $7,748+201.6% | $11,403+104.9% |