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 | $120,924 | $81,900+47.6% | $119,609+1.1% | $68,494+76.5% |
| Participation rate | 78.1% | 71.9%+6.2pp | 79.3%-1.1pp | 67.9%+10.2pp |
| Annual return | -20.31% | -23.82%+3.5pp | -14.97%-5.3pp | -7.84%-12.5pp |
| Employer contribution / active EE | $2,910 | $2,693+8.0% | $4,232-31.2% | $2,596+12.1% |
| Participant deferral / active EE | $4,812 | $4,148+16.0% | $5,602-14.1% | $4,027+19.5% |
| Admin fee / account holder | $7,191 | $6,582+9.3% | $10,323-30.3% | $5,403+33.1% |