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 | $94,088 | $118,450-20.6% | $98,439-4.4% | $139,434-32.5% |
| Participation rate | 90.9% | 77.4%+13.5pp | 75.2%+15.7pp | 80.3%+10.6pp |
| Annual return | -6.61% | 18.94%-25.5pp | 21.16%-27.8pp | 372.94%-379.6pp |
| Employer contribution / active EE | $2,154 | $3,609-40.3% | $3,048-29.3% | $4,751-54.7% |
| Participant deferral / active EE | $5,434 | $5,392+0.8% | $4,738+14.7% | $6,710-19.0% |
| Admin fee / account holder | $35,398 | $14,026+152.4% | $8,948+295.6% | $11,403+210.4% |