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 8-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 | $103,935 | $117,841-11.8% | $102,423+1.5% | $145,922-28.8% |
| Participation rate | 91.3% | 78.6%+12.7pp | 76.5%+14.8pp | 80.3%+11.0pp |
| Annual return | -26.01% | 31.65%-57.7pp | 29.32%-55.3pp | 561.29%-587.3pp |
| Employer contribution / active EE | $2,335 | $3,615-35.4% | $3,023-22.8% | $4,660-49.9% |
| Participant deferral / active EE | $3,772 | $5,731-34.2% | $5,053-25.3% | $6,688-43.6% |
| Admin fee / account holder | $2,630 | $13,326-80.3% | $9,451-72.2% | $13,397-80.4% |