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 | $118,047 | $73,004+61.7% | $90,749+30.1% | $68,494+72.3% |
| Participation rate | 83.5% | 70.8%+12.7pp | 75.7%+7.9pp | 67.9%+15.7pp |
| Annual return | -21.08% | -13.81%-7.3pp | -12.16%-8.9pp | -7.84%-13.2pp |
| Employer contribution / active EE | $804 | $2,193-63.3% | $2,921-72.5% | $2,596-69.0% |
| Participant deferral / active EE | $5,315 | $3,627+46.6% | $4,564+16.5% | $4,027+32.0% |
| Admin fee / account holder | $1,851 | $5,896-68.6% | $8,445-78.1% | $5,403-65.7% |