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 | $116,127 | $165,335-29.8% | $149,696-22.4% | $158,922-26.9% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | -2.79% | 348.15%-350.9pp | 276.60%-279.4pp | 302.83%-305.6pp |
| Employer contribution / active EE | $3,018 | $5,103-40.8% | $4,644-35.0% | $4,761-36.6% |
| Participant deferral / active EE | $19,068 | $7,181+165.5% | $6,842+178.7% | $5,982+218.7% |
| Admin fee / account holder | $100,287 | $10,807+828.0% | $9,309+977.3% | $11,246+791.8% |