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 | $79,665 | $71,883+10.8% | $86,677-8.1% | $68,494+16.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -20.45% | 3.52%-24.0pp | 35.91%-56.4pp | -7.84%-12.6pp |
| Employer contribution / active EE | $3,798 | $2,173+74.8% | $2,836+33.9% | $2,596+46.3% |
| Participant deferral / active EE | $6,030 | $3,779+59.6% | $4,656+29.5% | $4,027+49.7% |
| Admin fee / account holder | $7,433 | $6,112+21.6% | $7,493-0.8% | $5,403+37.6% |