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 | $105,881 | $81,900+29.3% | $119,609-11.5% | $68,494+54.6% |
| Participation rate | 90.3% | 71.9%+18.4pp | 79.3%+11.1pp | 67.9%+22.4pp |
| Annual return | -19.63% | -23.82%+4.2pp | -14.97%-4.7pp | -7.84%-11.8pp |
| Employer contribution / active EE | $884 | $2,693-67.2% | $4,232-79.1% | $2,596-66.0% |
| Participant deferral / active EE | $8,465 | $4,148+104.1% | $5,602+51.1% | $4,027+110.2% |
| Admin fee / account holder | $2,579 | $6,582-60.8% | $10,323-75.0% | $5,403-52.3% |