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 | $115,687 | $72,404+59.8% | $110,238+4.9% | $64,186+80.2% |
| Participation rate | 72.0% | 73.3%-1.3pp | 79.8%-7.8pp | 69.6%+2.4pp |
| Annual return | -7.78% | -6.29%-1.5pp | 314.74%-322.5pp | 7.63%-15.4pp |
| Employer contribution / active EE | $2,535 | $2,282+11.1% | $3,826-33.7% | $2,381+6.5% |
| Participant deferral / active EE | $5,212 | $3,469+50.2% | $4,672+11.6% | $3,470+50.2% |
| Admin fee / account holder | $5,240 | $5,664-7.5% | $8,547-38.7% | $4,888+7.2% |