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 | $89,426 | $116,175-23.0% | $93,606-4.5% | $152,861-41.5% |
| Participation rate | 85.7% | 78.0%+7.7pp | 75.8%+9.9pp | 82.4%+3.3pp |
| Annual return | -15.75% | 35.96%-51.7pp | 32.76%-48.5pp | 345.32%-361.1pp |
| Employer contribution / active EE | $1,428 | $3,218-55.6% | $2,718-47.5% | $4,762-70.0% |
| Participant deferral / active EE | $1,627 | $4,603-64.7% | $4,069-60.0% | $5,850-72.2% |
| Admin fee / account holder | $732 | $10,748-93.2% | $7,888-90.7% | $11,596-93.7% |