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 | $112,155 | $138,065-18.8% | $123,544-9.2% | $135,375-17.2% |
| Participation rate | 78.6% | 84.7%-6.2pp | 82.3%-3.7pp | 82.6%-4.1pp |
| Annual return | -11.60% | 153.68%-165.3pp | 119.20%-130.8pp | 519.73%-531.3pp |
| Employer contribution / active EE | $3,831 | $5,151-25.6% | $4,628-17.2% | $4,779-19.8% |
| Participant deferral / active EE | $6,229 | $6,799-8.4% | $6,426-3.1% | $5,609+11.1% |
| Admin fee / account holder | $305 | $10,916-97.2% | $9,284-96.7% | $10,827-97.2% |