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 | $115,137 | $73,867+55.9% | $143,757-19.9% | $68,494+68.1% |
| Participation rate | 95.8% | 66.7%+29.2pp | 80.3%+15.5pp | 67.9%+27.9pp |
| Annual return | -19.82% | 1.01%-20.8pp | -0.04%-19.8pp | -7.84%-12.0pp |
| Employer contribution / active EE | $5,042 | $3,184+58.4% | $4,951+1.8% | $2,596+94.2% |
| Participant deferral / active EE | $6,788 | $3,384+100.6% | $5,637+20.4% | $4,027+68.6% |
| Admin fee / account holder | $21,857 | $5,755+279.8% | $14,673+49.0% | $5,403+304.5% |