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 | $109,023 | $127,386-14.4% | $115,037-5.2% | $125,391-13.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -7.86% | 31.28%-39.1pp | 26.14%-34.0pp | 282.22%-290.1pp |
| Employer contribution / active EE | $7,451 | $5,166+44.2% | $4,608+61.7% | $4,866+53.1% |
| Participant deferral / active EE | $5,764 | $6,423-10.3% | $6,026-4.4% | $5,352+7.7% |
| Admin fee / account holder | $1,435 | $9,516-84.9% | $8,175-82.4% | $9,540-85.0% |