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 | $101,203 | $71,883+40.8% | $86,677+16.8% | $68,494+47.8% |
| Participation rate | 71.4% | 72.2%-0.8pp | 76.6%-5.1pp | 67.9%+3.5pp |
| Annual return | -20.13% | 3.52%-23.7pp | 35.91%-56.0pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,210 | $2,173-44.3% | $2,836-57.3% | $2,596-53.4% |
| Participant deferral / active EE | $5,012 | $3,779+32.6% | $4,656+7.7% | $4,027+24.5% |
| Admin fee / account holder | $16,218 | $6,112+165.4% | $7,493+116.4% | $5,403+200.2% |