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 | $128,809 | $81,900+57.3% | $119,609+7.7% | $68,494+88.1% |
| Participation rate | 89.9% | 71.9%+18.0pp | 79.3%+10.6pp | 67.9%+22.0pp |
| Annual return | -21.50% | -23.82%+2.3pp | -14.97%-6.5pp | -7.84%-13.7pp |
| Employer contribution / active EE | $1,171 | $2,693-56.5% | $4,232-72.3% | $2,596-54.9% |
| Participant deferral / active EE | $5,073 | $4,148+22.3% | $5,602-9.4% | $4,027+26.0% |
| Admin fee / account holder | $4,903 | $6,582-25.5% | $10,323-52.5% | $5,403-9.2% |