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 | $95,755 | $140,588-31.9% | $123,104-22.2% | $125,391-23.6% |
| Participation rate | 80.0% | 88.2%-8.2pp | 86.8%-6.8pp | 83.2%-3.2pp |
| Annual return | -11.13% | 16.80%-27.9pp | 13.22%-24.3pp | 282.22%-293.4pp |
| Employer contribution / active EE | $1,388 | $6,041-77.0% | $5,151-73.1% | $4,866-71.5% |
| Participant deferral / active EE | $4,820 | $6,980-30.9% | $6,230-22.6% | $5,352-9.9% |
| Admin fee / account holder | $10,959 | $11,198-2.1% | $9,015+21.6% | $9,540+14.9% |