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 | $85,685 | $71,883+19.2% | $86,677-1.1% | $68,494+25.1% |
| Participation rate | 85.7% | 72.2%+13.5pp | 76.6%+9.1pp | 67.9%+17.8pp |
| Annual return | -19.75% | 3.52%-23.3pp | 35.91%-55.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,183 | $2,173-45.6% | $2,836-58.3% | $2,596-54.4% |
| Participant deferral / active EE | $5,032 | $3,779+33.2% | $4,656+8.1% | $4,027+25.0% |
| Admin fee / account holder | $1,342 | $6,112-78.0% | $7,493-82.1% | $5,403-75.2% |