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 | $123,427 | $72,404+70.5% | $110,238+12.0% | $64,186+92.3% |
| Participation rate | 96.4% | 73.3%+23.1pp | 79.8%+16.6pp | 69.6%+26.9pp |
| Annual return | -7.92% | -6.29%-1.6pp | 314.74%-322.7pp | 7.63%-15.6pp |
| Employer contribution / active EE | $2,360 | $2,282+3.4% | $3,826-38.3% | $2,381-0.9% |
| Participant deferral / active EE | $5,765 | $3,469+66.2% | $4,672+23.4% | $3,470+66.2% |
| Admin fee / account holder | $3,466 | $5,664-38.8% | $8,547-59.4% | $4,888-29.1% |