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 | $90,611 | $105,860-14.4% | $90,749-0.2% | $134,475-32.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -27.77% | -11.01%-16.8pp | -12.16%-15.6pp | 417.96%-445.7pp |
| Employer contribution / active EE | $874 | $3,462-74.8% | $2,921-70.1% | $4,740-81.6% |
| Participant deferral / active EE | $4,634 | $5,216-11.2% | $4,564+1.5% | $6,400-27.6% |
| Admin fee / account holder | $2,509 | $13,938-82.0% | $8,445-70.3% | $11,426-78.0% |