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 | $99,041 | $100,754-1.7% | $86,677+14.3% | $134,475-26.3% |
| Participation rate | 76.9% | 78.9%-2.0pp | 76.6%+0.3pp | 81.2%-4.3pp |
| Annual return | -21.06% | 29.04%-50.1pp | 35.91%-57.0pp | 417.96%-439.0pp |
| Employer contribution / active EE | $11,885 | $3,489+240.6% | $2,836+319.0% | $4,740+150.8% |
| Participant deferral / active EE | $7,576 | $5,338+41.9% | $4,656+62.7% | $6,400+18.4% |
| Admin fee / account holder | $1,368 | $10,926-87.5% | $7,493-81.7% | $11,426-88.0% |