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 | $90,779 | $167,307-45.7% | $143,757-36.9% | $134,475-32.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -21.05% | 0.46%-21.5pp | -0.04%-21.0pp | 417.96%-439.0pp |
| Employer contribution / active EE | $2,876 | $5,619-48.8% | $4,951-41.9% | $4,740-39.3% |
| Participant deferral / active EE | $10,081 | $6,446+56.4% | $5,637+78.8% | $6,400+57.5% |
| Admin fee / account holder | $2,175 | $18,088-88.0% | $14,673-85.2% | $11,426-81.0% |