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 | $93,165 | $71,883+29.6% | $86,677+7.5% | $68,494+36.0% |
| Participation rate | 94.3% | 72.2%+22.1pp | 76.6%+17.8pp | 67.9%+26.5pp |
| Annual return | -19.93% | 3.52%-23.5pp | 35.91%-55.8pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,438 | $2,173-33.8% | $2,836-49.3% | $2,596-44.6% |
| Participant deferral / active EE | $4,856 | $3,779+28.5% | $4,656+4.3% | $4,027+20.6% |
| Admin fee / account holder | $1,904 | $6,112-68.8% | $7,493-74.6% | $5,403-64.8% |