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 | $99,044 | $149,734-33.9% | $118,925-16.7% | $158,922-37.7% |
| Participation rate | 90.0% | 82.1%+7.9pp | 75.4%+14.6pp | 82.0%+8.0pp |
| Annual return | -5.58% | 19.95%-25.5pp | 35.88%-41.5pp | 302.83%-308.4pp |
| Employer contribution / active EE | $2,748 | $4,115-33.2% | $3,263-15.8% | $4,761-42.3% |
| Participant deferral / active EE | $2,975 | $5,223-43.0% | $4,265-30.3% | $5,982-50.3% |
| Admin fee / account holder | $7,889 | $8,603-8.3% | $6,581+19.9% | $11,246-29.8% |