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 | $99,946 | $152,587-34.5% | $125,175-20.2% | $152,861-34.6% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.4%-11.0pp |
| Annual return | -1.29% | 54.84%-56.1pp | 43.79%-45.1pp | 345.32%-346.6pp |
| Employer contribution / active EE | $1,498 | $4,946-69.7% | $3,865-61.2% | $4,762-68.5% |
| Participant deferral / active EE | $2,810 | $5,868-52.1% | $4,937-43.1% | $5,850-52.0% |
| Admin fee / account holder | $481 | $13,434-96.4% | $9,702-95.0% | $11,596-95.9% |