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 | $155,995 | $73,867+111.2% | $143,757+8.5% | $68,494+127.7% |
| Participation rate | 95.0% | 66.7%+28.3pp | 80.3%+14.7pp | 67.9%+27.1pp |
| Annual return | -20.34% | 1.01%-21.4pp | -0.04%-20.3pp | -7.84%-12.5pp |
| Employer contribution / active EE | $5,770 | $3,184+81.2% | $4,951+16.5% | $2,596+122.2% |
| Participant deferral / active EE | $12,702 | $3,384+275.3% | $5,637+125.3% | $4,027+215.4% |
| Admin fee / account holder | $1,187 | $5,755-79.4% | $14,673-91.9% | $5,403-78.0% |