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 | $103,186 | $73,867+39.7% | $143,757-28.2% | $68,494+50.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -20.16% | 1.01%-21.2pp | -0.04%-20.1pp | -7.84%-12.3pp |
| Employer contribution / active EE | $3,490 | $3,184+9.6% | $4,951-29.5% | $2,596+34.4% |
| Participant deferral / active EE | $5,543 | $3,384+63.8% | $5,637-1.7% | $4,027+37.6% |
| Admin fee / account holder | $8,073 | $5,755+40.3% | $14,673-45.0% | $5,403+49.4% |