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 | $131,340 | $86,655+51.6% | $119,609+9.8% | $66,914+96.3% |
| Participation rate | 94.3% | 75.6%+18.8pp | 79.3%+15.1pp | 69.8%+24.5pp |
| Annual return | -19.01% | -8.00%-11.0pp | -14.97%-4.0pp | 1.58%-20.6pp |
| Employer contribution / active EE | $2,071 | $2,536-18.3% | $4,232-51.1% | $2,544-18.6% |
| Participant deferral / active EE | $10,080 | $4,358+131.3% | $5,602+79.9% | $4,237+137.9% |
| Admin fee / account holder | $733 | $755-2.9% | $10,323-92.9% | $593+23.5% |