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 | $91,698 | $93,024-1.4% | $77,024+19.1% | $134,475-31.8% |
| Participation rate | 83.3% | 74.5%+8.9pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -22.17% | 62.60%-84.8pp | 42.32%-64.5pp | 417.96%-440.1pp |
| Employer contribution / active EE | $2,789 | $3,418-18.4% | $2,812-0.8% | $4,740-41.2% |
| Participant deferral / active EE | $5,575 | $5,238+6.4% | $4,426+26.0% | $6,400-12.9% |
| Admin fee / account holder | $19,139 | $6,944+175.6% | $5,425+252.8% | $11,426+67.5% |