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 | $115,200 | $101,724+13.2% | $164,813-30.1% | $80,856+42.5% |
| Participation rate | 90.3% | 71.8%+18.5pp | 78.6%+11.7pp | 67.6%+22.7pp |
| Annual return | -8.00% | 16.72%-24.7pp | 69.93%-77.9pp | 35.59%-43.6pp |
| Employer contribution / active EE | $3,271 | $2,953+10.7% | $4,341-24.6% | $2,755+18.7% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $5,675 | $8,227-31.0% | $12,690-55.3% | $6,918-18.0% |