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 | $105,848 | $94,529+12.0% | $140,016-24.4% | $64,186+64.9% |
| Participation rate | 83.3% | 84.1%-0.8pp | 87.5%-4.2pp | 69.6%+13.8pp |
| Annual return | -8.06% | 7.77%-15.8pp | 651.12%-659.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $3,000 | $3,812-21.3% | $5,606-46.5% | $2,381+26.0% |
| Participant deferral / active EE | $6,343 | $5,250+20.8% | $6,927-8.4% | $3,470+82.8% |
| Admin fee / account holder | $1,899 | $6,741-71.8% | $10,705-82.3% | $4,888-61.2% |