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 | $151,423 | $94,529+60.2% | $140,016+8.1% | $64,186+135.9% |
| Participation rate | 96.0% | 84.1%+11.9pp | 87.5%+8.5pp | 69.6%+26.4pp |
| Annual return | -7.61% | 7.77%-15.4pp | 651.12%-658.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,457 | $3,812-35.6% | $5,606-56.2% | $2,381+3.2% |
| Participant deferral / active EE | $8,127 | $5,250+54.8% | $6,927+17.3% | $3,470+134.2% |
| Admin fee / account holder | $1,122 | $6,741-83.4% | $10,705-89.5% | $4,888-77.0% |