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 | $142,398 | $71,883+98.1% | $86,677+64.3% | $68,494+107.9% |
| Participation rate | 88.0% | 72.2%+15.8pp | 76.6%+11.4pp | 67.9%+20.1pp |
| Annual return | -20.84% | 3.52%-24.4pp | 35.91%-56.7pp | -7.84%-13.0pp |
| Employer contribution / active EE | $3,137 | $2,173+44.4% | $2,836+10.6% | $2,596+20.8% |
| Participant deferral / active EE | $7,113 | $3,779+88.2% | $4,656+52.8% | $4,027+76.6% |
| Admin fee / account holder | $5,254 | $6,112-14.0% | $7,493-29.9% | $5,403-2.7% |