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 | $81,004 | $71,883+12.7% | $86,677-6.5% | $68,494+18.3% |
| Participation rate | 81.0% | 72.2%+8.7pp | 76.6%+4.4pp | 67.9%+13.1pp |
| Annual return | -19.59% | 3.52%-23.1pp | 35.91%-55.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,979 | $2,173+37.1% | $2,836+5.0% | $2,596+14.7% |
| Participant deferral / active EE | $7,123 | $3,779+88.5% | $4,656+53.0% | $4,027+76.9% |
| Admin fee / account holder | $12,554 | $6,112+105.4% | $7,493+67.5% | $5,403+132.4% |