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 | $78,880 | $71,883+9.7% | $86,677-9.0% | $68,494+15.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -20.97% | 3.52%-24.5pp | 35.91%-56.9pp | -7.84%-13.1pp |
| Employer contribution / active EE | $2,956 | $2,173+36.0% | $2,836+4.2% | $2,596+13.9% |
| Participant deferral / active EE | $8,085 | $3,779+114.0% | $4,656+73.7% | $4,027+100.8% |
| Admin fee / account holder | $3,540 | $6,112-42.1% | $7,493-52.8% | $5,403-34.5% |