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 | $103,212 | $105,860-2.5% | $90,749+13.7% | $134,475-23.2% |
| Participation rate | 73.9% | 78.2%-4.3pp | 75.7%-1.8pp | 81.2%-7.3pp |
| Annual return | -20.77% | -11.01%-9.8pp | -12.16%-8.6pp | 417.96%-438.7pp |
| Employer contribution / active EE | $2,473 | $3,462-28.6% | $2,921-15.3% | $4,740-47.8% |
| Participant deferral / active EE | $5,403 | $5,216+3.6% | $4,564+18.4% | $6,400-15.6% |
| Admin fee / account holder | $1,433 | $13,938-89.7% | $8,445-83.0% | $11,426-87.5% |