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 | $85,139 | $59,805+42.4% | $79,550+7.0% | $68,494+24.3% |
| Participation rate | 85.7% | 61.1%+24.6pp | 69.5%+16.2pp | 67.9%+17.8pp |
| Annual return | -20.89% | -12.30%-8.6pp | 0.16%-21.1pp | -7.84%-13.0pp |
| Employer contribution / active EE | $2,168 | $1,505+44.1% | $2,413-10.2% | $2,596-16.5% |
| Participant deferral / active EE | $5,892 | $3,024+94.8% | $3,985+47.9% | $4,027+46.3% |
| Admin fee / account holder | $4,324 | $4,835-10.6% | $6,832-36.7% | $5,403-20.0% |