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 8-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 | $95,706 | $93,024+2.9% | $77,024+24.3% | $134,475-28.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -21.94% | 62.60%-84.5pp | 42.32%-64.3pp | 417.96%-439.9pp |
| Employer contribution / active EE | $408 | $3,418-88.1% | $2,812-85.5% | $4,740-91.4% |
| Participant deferral / active EE | $8,408 | $5,238+60.5% | $4,426+90.0% | $6,400+31.4% |
| Admin fee / account holder | $1,687 | $6,944-75.7% | $5,425-68.9% | $11,426-85.2% |