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 | $118,697 | $83,427+42.3% | $115,756+2.5% | $68,494+73.3% |
| Participation rate | 90.5% | 71.9%+18.6pp | 77.1%+13.5pp | 67.9%+22.7pp |
| Annual return | -18.93% | -10.95%-8.0pp | 143.14%-162.1pp | -7.84%-11.1pp |
| Employer contribution / active EE | $3,945 | $3,075+28.3% | $3,793+4.0% | $2,596+51.9% |
| Participant deferral / active EE | $8,434 | $5,355+57.5% | $6,254+34.9% | $4,027+109.4% |
| Admin fee / account holder | $3,858 | $5,708-32.4% | $8,124-52.5% | $5,403-28.6% |