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 | $89,007 | $81,900+8.7% | $119,609-25.6% | $68,494+29.9% |
| Participation rate | 84.1% | 71.9%+12.2pp | 79.3%+4.9pp | 67.9%+16.2pp |
| Annual return | -20.35% | -23.82%+3.5pp | -14.97%-5.4pp | -7.84%-12.5pp |
| Employer contribution / active EE | $4,053 | $2,693+50.5% | $4,232-4.2% | $2,596+56.1% |
| Participant deferral / active EE | $6,936 | $4,148+67.2% | $5,602+23.8% | $4,027+72.2% |
| Admin fee / account holder | $9,063 | $6,582+37.7% | $10,323-12.2% | $5,403+67.7% |