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 | $121,077 | $59,805+102.5% | $79,550+52.2% | $68,494+76.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -22.21% | -12.30%-9.9pp | 0.16%-22.4pp | -7.84%-14.4pp |
| Employer contribution / active EE | $6,769 | $1,505+349.8% | $2,413+180.5% | $2,596+160.7% |
| Participant deferral / active EE | $13,532 | $3,024+347.4% | $3,985+239.6% | $4,027+236.0% |
| Admin fee / account holder | $6,924 | $4,835+43.2% | $6,832+1.3% | $5,403+28.1% |