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 | $120,955 | $71,883+68.3% | $86,677+39.5% | $68,494+76.6% |
| Participation rate | 89.4% | 72.2%+17.1pp | 76.6%+12.8pp | 67.9%+21.5pp |
| Annual return | -19.48% | 3.52%-23.0pp | 35.91%-55.4pp | -7.84%-11.6pp |
| Employer contribution / active EE | $3,215 | $2,173+48.0% | $2,836+13.4% | $2,596+23.8% |
| Participant deferral / active EE | $8,960 | $3,779+137.1% | $4,656+92.5% | $4,027+122.5% |
| Admin fee / account holder | $3,332 | $6,112-45.5% | $7,493-55.5% | $5,403-38.3% |