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 | $166,099 | $81,900+102.8% | $119,609+38.9% | $68,494+142.5% |
| Participation rate | 86.2% | 71.9%+14.3pp | 79.3%+6.9pp | 67.9%+18.3pp |
| Annual return | -22.64% | -23.82%+1.2pp | -14.97%-7.7pp | -7.84%-14.8pp |
| Employer contribution / active EE | $13,149 | $2,693+388.2% | $4,232+210.7% | $2,596+406.5% |
| Participant deferral / active EE | $3,582 | $4,148-13.6% | $5,602-36.1% | $4,027-11.0% |
| Admin fee / account holder | $635 | $6,582-90.4% | $10,323-93.8% | $5,403-88.2% |