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 | $98,450 | $114,381-13.9% | $107,525-8.4% | $142,382-30.9% |
| Participation rate | 76.2% | 78.1%-1.9pp | 75.1%+1.1pp | 80.1%-3.9pp |
| Annual return | -28.36% | 242.71%-271.1pp | 181.32%-209.7pp | 217.08%-245.4pp |
| Employer contribution / active EE | $2,820 | $4,015-29.8% | $3,754-24.9% | $4,299-34.4% |
| Participant deferral / active EE | $7,153 | $5,564+28.6% | $5,116+39.8% | $6,507+9.9% |
| Admin fee / account holder | $105,212 | $9,860+967.1% | $8,919+1079.7% | $12,624+733.4% |