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 | $99,350 | $95,862+3.6% | $79,550+24.9% | $134,475-26.1% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -20.79% | -2.69%-18.1pp | 0.16%-21.0pp | 417.96%-438.8pp |
| Employer contribution / active EE | $721 | $3,128-77.0% | $2,413-70.1% | $4,740-84.8% |
| Participant deferral / active EE | $1,821 | $4,693-61.2% | $3,985-54.3% | $6,400-71.5% |
| Admin fee / account holder | $1,713 | $9,126-81.2% | $6,832-74.9% | $11,426-85.0% |