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 | $97,599 | $102,553-4.8% | $151,611-35.6% | $66,914+45.9% |
| Participation rate | 83.1% | 85.5%-2.4pp | 87.5%-4.4pp | 69.8%+13.3pp |
| Annual return | -17.75% | -10.82%-6.9pp | 3.33%-21.1pp | 1.58%-19.3pp |
| Employer contribution / active EE | $4,506 | $4,180+7.8% | $6,166-26.9% | $2,544+77.1% |
| Participant deferral / active EE | $10,764 | $6,641+62.1% | $8,363+28.7% | $4,237+154.0% |
| Admin fee / account holder | $1,985 | $630+215.2% | $11,616-82.9% | $593+234.6% |