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 | $98,380 | $127,386-22.8% | $115,037-14.5% | $125,391-21.5% |
| Participation rate | 90.0% | 84.2%+5.8pp | 81.4%+8.6pp | 83.2%+6.8pp |
| Annual return | -3.68% | 31.28%-35.0pp | 26.14%-29.8pp | 282.22%-285.9pp |
| Employer contribution / active EE | $1,982 | $5,166-61.6% | $4,608-57.0% | $4,866-59.3% |
| Participant deferral / active EE | $8,895 | $6,423+38.5% | $6,026+47.6% | $5,352+66.2% |
| Admin fee / account holder | $8,704 | $9,516-8.5% | $8,175+6.5% | $9,540-8.8% |