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 | $100,626 | $81,900+22.9% | $119,609-15.9% | $68,494+46.9% |
| Participation rate | 76.5% | 71.9%+4.6pp | 79.3%-2.8pp | 67.9%+8.6pp |
| Annual return | -18.97% | -23.82%+4.8pp | -14.97%-4.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $3,282 | $2,693+21.9% | $4,232-22.4% | $2,596+26.4% |
| Participant deferral / active EE | $5,789 | $4,148+39.6% | $5,602+3.3% | $4,027+43.8% |
| Admin fee / account holder | $4,249 | $6,582-35.4% | $10,323-58.8% | $5,403-21.3% |