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 | $96,491 | $135,952-29.0% | $123,892-22.1% | $273,961-64.8% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | -1.70% | 56.63%-58.3pp | 47.52%-49.2pp | 41.45%-43.1pp |
| Employer contribution / active EE | $6,908 | $5,170+33.6% | $4,617+49.6% | $4,869+41.9% |
| Participant deferral / active EE | $5,434 | $6,343-14.3% | $5,984-9.2% | $5,287+2.8% |
| Admin fee / account holder | $86,612 | $9,817+782.3% | $8,357+936.4% | $10,132+754.8% |