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 | $109,395 | $90,519+20.9% | $93,789+16.6% | $134,475-18.7% |
| Participation rate | 87.5% | 82.0%+5.5pp | 81.0%+6.5pp | 81.2%+6.3pp |
| Annual return | -21.01% | -15.72%-5.3pp | -11.33%-9.7pp | 417.96%-439.0pp |
| Employer contribution / active EE | $4,253 | $4,343-2.1% | $4,323-1.6% | $4,740-10.3% |
| Participant deferral / active EE | $6,477 | $5,978+8.3% | $6,094+6.3% | $6,400+1.2% |
| Admin fee / account holder | $1,106 | $9,252-88.0% | $7,195-84.6% | $11,426-90.3% |