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 | $124,010 | $82,664+50.0% | $125,339-1.1% | $68,494+81.1% |
| Participation rate | 91.1% | 75.0%+16.0pp | 82.4%+8.7pp | 67.9%+23.2pp |
| Annual return | -20.98% | -5.97%-15.0pp | 572.05%-593.0pp | -7.84%-13.1pp |
| Employer contribution / active EE | $3,386 | $3,381+0.2% | $4,814-29.7% | $2,596+30.4% |
| Participant deferral / active EE | $6,121 | $6,110+0.2% | $7,446-17.8% | $4,027+52.0% |
| Admin fee / account holder | $8,221 | $6,275+31.0% | $10,010-17.9% | $5,403+52.2% |