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 | $86,681 | $53,596+61.7% | $90,645-4.4% | $64,186+35.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -8.20% | 4.41%-12.6pp | 1.88%-10.1pp | 7.63%-15.8pp |
| Employer contribution / active EE | $2,382 | $1,503+58.5% | $2,532-5.9% | $2,381+0.1% |
| Participant deferral / active EE | $5,842 | $2,459+137.6% | $3,425+70.6% | $3,470+68.4% |
| Admin fee / account holder | $1,156 | $3,868-70.1% | $4,994-76.9% | $4,888-76.4% |