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 | $90,784 | $100,754-9.9% | $86,677+4.7% | $134,475-32.5% |
| Participation rate | 88.9% | 78.9%+10.0pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -23.78% | 29.04%-52.8pp | 35.91%-59.7pp | 417.96%-441.7pp |
| Employer contribution / active EE | $2,056 | $3,489-41.1% | $2,836-27.5% | $4,740-56.6% |
| Participant deferral / active EE | $3,113 | $5,338-41.7% | $4,656-33.1% | $6,400-51.4% |
| Admin fee / account holder | $14,055 | $10,926+28.6% | $7,493+87.6% | $11,426+23.0% |