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 | $86,648 | $91,538-5.3% | $129,995-33.3% | $75,163+15.3% |
| Participation rate | 75.0% | 71.4%+3.6pp | 78.5%-3.5pp | 67.2%+7.8pp |
| Annual return | -0.45% | -631.11%+630.7pp | -137.18%+136.7pp | 160.62%-161.1pp |
| Employer contribution / active EE | $1,697 | $2,845-40.4% | $4,320-60.7% | $2,670-36.4% |
| Participant deferral / active EE | $4,556 | $4,341+4.9% | $5,820-21.7% | $4,125+10.4% |
| Admin fee / account holder | $1,581 | $6,790-76.7% | $10,614-85.1% | $5,651-72.0% |