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 | $112,298 | $64,707+73.5% | $112,228+0.1% | $68,494+64.0% |
| Participation rate | 78.1% | 67.2%+11.0pp | 75.1%+3.1pp | 67.9%+10.2pp |
| Annual return | -23.44% | -11.40%-12.0pp | 27.45%-50.9pp | -7.84%-15.6pp |
| Employer contribution / active EE | $3,453 | $2,746+25.8% | $3,635-5.0% | $2,596+33.0% |
| Participant deferral / active EE | $8,129 | $3,565+128.0% | $4,728+71.9% | $4,027+101.9% |
| Admin fee / account holder | $8,329 | $5,232+59.2% | $6,410+29.9% | $5,403+54.2% |