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 | $116,935 | $100,754+16.1% | $86,677+34.9% | $134,475-13.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -22.21% | 29.04%-51.3pp | 35.91%-58.1pp | 417.96%-440.2pp |
| Employer contribution / active EE | $846 | $3,489-75.7% | $2,836-70.2% | $4,740-82.1% |
| Participant deferral / active EE | $6,029 | $5,338+13.0% | $4,656+29.5% | $6,400-5.8% |
| Admin fee / account holder | $2,990 | $10,926-72.6% | $7,493-60.1% | $11,426-73.8% |