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 | $100,192 | $87,540+14.5% | $75,781+32.2% | $125,391-20.1% |
| Participation rate | 77.8% | 80.2%-2.4pp | 75.8%+2.0pp | 83.2%-5.4pp |
| Annual return | -4.46% | 13.48%-17.9pp | 9.68%-14.1pp | 282.22%-286.7pp |
| Employer contribution / active EE | $1,008 | $3,930-74.4% | $3,323-69.7% | $4,866-79.3% |
| Participant deferral / active EE | $5,778 | $4,229+36.6% | $3,651+58.2% | $5,352+8.0% |
| Admin fee / account holder | $999 | $6,502-84.6% | $5,299-81.1% | $9,540-89.5% |