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 | $77,384 | $71,883+7.7% | $86,677-10.7% | $68,494+13.0% |
| Participation rate | 96.2% | 72.2%+23.9pp | 76.6%+19.6pp | 67.9%+28.3pp |
| Annual return | -19.94% | 3.52%-23.5pp | 35.91%-55.8pp | -7.84%-12.1pp |
| Employer contribution / active EE | $3,271 | $2,173+50.5% | $2,836+15.3% | $2,596+26.0% |
| Participant deferral / active EE | $4,132 | $3,779+9.3% | $4,656-11.3% | $4,027+2.6% |
| Admin fee / account holder | $5,150 | $6,112-15.7% | $7,493-31.3% | $5,403-4.7% |