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 | $99,563 | $67,331+47.9% | $60,874+63.6% | $134,475-26.0% |
| Participation rate | 95.7% | 76.2%+19.5pp | 73.1%+22.5pp | 81.2%+14.4pp |
| Annual return | -26.51% | 49.93%-76.4pp | 16.90%-43.4pp | 417.96%-444.5pp |
| Employer contribution / active EE | $3,137 | $3,096+1.3% | $2,701+16.1% | $4,740-33.8% |
| Participant deferral / active EE | $3,669 | $4,538-19.2% | $3,817-3.9% | $6,400-42.7% |
| Admin fee / account holder | $2,071 | $4,582-54.8% | $3,224-35.8% | $11,426-81.9% |