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 | $92,284 | $147,167-37.3% | $111,392-17.2% | $135,375-31.8% |
| Participation rate | 89.5% | 84.0%+5.4pp | 78.9%+10.6pp | 82.6%+6.8pp |
| Annual return | -8.98% | -4.44%-4.5pp | -2.06%-6.9pp | 519.73%-528.7pp |
| Employer contribution / active EE | $9,146 | $5,204+75.7% | $4,328+111.3% | $4,779+91.4% |
| Participant deferral / active EE | $13,518 | $6,565+105.9% | $5,567+142.8% | $5,609+141.0% |
| Admin fee / account holder | $12,797 | $20,270-36.9% | $12,266+4.3% | $10,827+18.2% |