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 | $103,048 | $159,602-35.4% | $150,045-31.3% | $142,382-27.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | -26.00% | 70.24%-96.2pp | 62.55%-88.5pp | 217.08%-243.1pp |
| Employer contribution / active EE | $4,163 | $4,961-16.1% | $4,693-11.3% | $4,299-3.2% |
| Participant deferral / active EE | $2,998 | $8,310-63.9% | $7,997-62.5% | $6,507-53.9% |
| Admin fee / account holder | $18,020 | $14,846+21.4% | $13,435+34.1% | $12,624+42.7% |