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 | $157,421 | $81,900+92.2% | $119,609+31.6% | $68,494+129.8% |
| Participation rate | 88.2% | 71.9%+16.3pp | 79.3%+9.0pp | 67.9%+20.3pp |
| Annual return | -20.44% | -23.82%+3.4pp | -14.97%-5.5pp | -7.84%-12.6pp |
| Employer contribution / active EE | $2,389 | $2,693-11.3% | $4,232-43.6% | $2,596-8.0% |
| Participant deferral / active EE | $9,435 | $4,148+127.5% | $5,602+68.4% | $4,027+134.3% |
| Admin fee / account holder | $21,475 | $6,582+226.3% | $10,323+108.0% | $5,403+297.5% |