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 | $118,424 | $105,860+11.9% | $90,749+30.5% | $134,475-11.9% |
| Participation rate | 88.9% | 78.2%+10.6pp | 75.7%+13.2pp | 81.2%+7.7pp |
| Annual return | -21.37% | -11.01%-10.4pp | -12.16%-9.2pp | 417.96%-439.3pp |
| Employer contribution / active EE | $1,832 | $3,462-47.1% | $2,921-37.3% | $4,740-61.4% |
| Participant deferral / active EE | $5,212 | $5,216-0.1% | $4,564+14.2% | $6,400-18.6% |
| Admin fee / account holder | $1,219 | $13,938-91.3% | $8,445-85.6% | $11,426-89.3% |