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 | $94,037 | $61,660+52.5% | $80,019+17.5% | $64,186+46.5% |
| Participation rate | 72.7% | 71.7%+1.0pp | 75.8%-3.1pp | 69.6%+3.2pp |
| Annual return | -8.21% | -0.33%-7.9pp | 11.22%-19.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,521 | $1,810-16.0% | $2,468-38.4% | $2,381-36.1% |
| Participant deferral / active EE | $2,237 | $2,968-24.6% | $3,686-39.3% | $3,470-35.5% |
| Admin fee / account holder | $1,044 | $5,417-80.7% | $6,521-84.0% | $4,888-78.6% |