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 | $98,150 | $87,540+12.1% | $75,781+29.5% | $125,391-21.7% |
| Participation rate | 88.9% | 80.2%+8.7pp | 75.8%+13.1pp | 83.2%+5.7pp |
| Annual return | -4.85% | 13.48%-18.3pp | 9.68%-14.5pp | 282.22%-287.1pp |
| Employer contribution / active EE | $9,801 | $3,930+149.4% | $3,323+194.9% | $4,866+101.4% |
| Participant deferral / active EE | $8,160 | $4,229+92.9% | $3,651+123.5% | $5,352+52.5% |
| Admin fee / account holder | $1,843 | $6,502-71.7% | $5,299-65.2% | $9,540-80.7% |