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 | $83,299 | $73,004+14.1% | $90,749-8.2% | $68,494+21.6% |
| Participation rate | 96.9% | 70.8%+26.0pp | 75.7%+21.2pp | 67.9%+29.0pp |
| Annual return | -19.09% | -13.81%-5.3pp | -12.16%-6.9pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,131 | $2,193-2.8% | $2,921-27.1% | $2,596-17.9% |
| Participant deferral / active EE | $4,265 | $3,627+17.6% | $4,564-6.6% | $4,027+5.9% |
| Admin fee / account holder | $1,280 | $5,896-78.3% | $8,445-84.8% | $5,403-76.3% |