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 | $120,242 | $71,883+67.3% | $86,677+38.7% | $68,494+75.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -20.51% | 3.52%-24.0pp | 35.91%-56.4pp | -7.84%-12.7pp |
| Employer contribution / active EE | $2,630 | $2,173+21.1% | $2,836-7.3% | $2,596+1.3% |
| Participant deferral / active EE | $8,489 | $3,779+124.6% | $4,656+82.3% | $4,027+110.8% |
| Admin fee / account holder | $6,902 | $6,112+12.9% | $7,493-7.9% | $5,403+27.7% |