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 | $164,748 | $71,883+129.2% | $86,677+90.1% | $68,494+140.5% |
| Participation rate | 94.7% | 72.2%+22.5pp | 76.6%+18.2pp | 67.9%+26.8pp |
| Annual return | -19.40% | 3.52%-22.9pp | 35.91%-55.3pp | -7.84%-11.6pp |
| Employer contribution / active EE | $4,778 | $2,173+119.9% | $2,836+68.4% | $2,596+84.0% |
| Participant deferral / active EE | $6,669 | $3,779+76.5% | $4,656+43.2% | $4,027+65.6% |
| Admin fee / account holder | $8,876 | $6,112+45.2% | $7,493+18.5% | $5,403+64.3% |