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 | $110,441 | $77,813+41.9% | $123,544-10.6% | $64,186+72.1% |
| Participation rate | 75.7% | 74.7%+1.0pp | 82.3%-6.6pp | 69.6%+6.1pp |
| Annual return | -9.93% | 12.48%-22.4pp | 119.20%-129.1pp | 7.63%-17.6pp |
| Employer contribution / active EE | $4,183 | $3,014+38.8% | $4,628-9.6% | $2,381+75.7% |
| Participant deferral / active EE | $8,293 | $5,240+58.3% | $6,426+29.1% | $3,470+139.0% |
| Admin fee / account holder | $875 | $5,519-84.1% | $9,284-90.6% | $4,888-82.1% |