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 | $114,026 | $72,404+57.5% | $110,238+3.4% | $64,186+77.7% |
| Participation rate | 80.9% | 73.3%+7.5pp | 79.8%+1.0pp | 69.6%+11.3pp |
| Annual return | -7.80% | -6.29%-1.5pp | 314.74%-322.5pp | 7.63%-15.4pp |
| Employer contribution / active EE | $3,873 | $2,282+69.8% | $3,826+1.2% | $2,381+62.7% |
| Participant deferral / active EE | $10,498 | $3,469+202.6% | $4,672+124.7% | $3,470+202.6% |
| Admin fee / account holder | $8,982 | $5,664+58.6% | $8,547+5.1% | $4,888+83.8% |