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 9-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 | $139,590 | $110,094+26.8% | $151,611-7.9% | $68,494+103.8% |
| Participation rate | 96.0% | 84.0%+12.0pp | 87.5%+8.5pp | 67.9%+28.1pp |
| Annual return | -18.89% | -10.12%-8.8pp | 3.33%-22.2pp | -7.84%-11.0pp |
| Employer contribution / active EE | $3,675 | $4,471-17.8% | $6,166-40.4% | $2,596+41.5% |
| Participant deferral / active EE | $8,848 | $6,527+35.6% | $8,363+5.8% | $4,027+119.7% |
| Admin fee / account holder | $8,268 | $7,719+7.1% | $11,616-28.8% | $5,403+53.0% |