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 | $120,563 | $72,404+66.5% | $110,238+9.4% | $64,186+87.8% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.6%+16.1pp |
| Annual return | -8.66% | -6.29%-2.4pp | 314.74%-323.4pp | 7.63%-16.3pp |
| Employer contribution / active EE | $694 | $2,282-69.6% | $3,826-81.9% | $2,381-70.9% |
| Participant deferral / active EE | $3,852 | $3,469+11.0% | $4,672-17.6% | $3,470+11.0% |
| Admin fee / account holder | $1,146 | $5,664-79.8% | $8,547-86.6% | $4,888-76.5% |