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 | $102,297 | $59,805+71.1% | $79,550+28.6% | $68,494+49.4% |
| Participation rate | 82.6% | 61.1%+21.5pp | 69.5%+13.1pp | 67.9%+14.7pp |
| Annual return | -21.07% | -12.30%-8.8pp | 0.16%-21.2pp | -7.84%-13.2pp |
| Employer contribution / active EE | $1,646 | $1,505+9.4% | $2,413-31.8% | $2,596-36.6% |
| Participant deferral / active EE | $10,760 | $3,024+255.8% | $3,985+170.0% | $4,027+167.2% |
| Admin fee / account holder | $10,298 | $4,835+113.0% | $6,832+50.7% | $5,403+90.6% |