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 | $129,389 | $81,900+58.0% | $119,609+8.2% | $68,494+88.9% |
| Participation rate | 87.5% | 71.9%+15.6pp | 79.3%+8.2pp | 67.9%+19.6pp |
| Annual return | -24.81% | -23.82%-1.0pp | -14.97%-9.8pp | -7.84%-17.0pp |
| Employer contribution / active EE | $852 | $2,693-68.4% | $4,232-79.9% | $2,596-67.2% |
| Participant deferral / active EE | $7,806 | $4,148+88.2% | $5,602+39.3% | $4,027+93.8% |
| Admin fee / account holder | $4,040 | $6,582-38.6% | $10,323-60.9% | $5,403-25.2% |