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 | $95,022 | $129,942-26.9% | $104,294-8.9% | $134,475-29.3% |
| Participation rate | 80.0% | 79.5%+0.5pp | 73.3%+6.7pp | 81.2%-1.2pp |
| Annual return | -26.60% | 42.03%-68.6pp | 24.61%-51.2pp | 417.96%-444.6pp |
| Employer contribution / active EE | $1,701 | $4,184-59.3% | $3,372-49.5% | $4,740-64.1% |
| Participant deferral / active EE | $4,017 | $5,588-28.1% | $4,625-13.1% | $6,400-37.2% |
| Admin fee / account holder | $2,883 | $9,323-69.1% | $7,339-60.7% | $11,426-74.8% |