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 | $104,845 | $64,707+62.0% | $112,228-6.6% | $68,494+53.1% |
| Participation rate | 72.6% | 67.2%+5.4pp | 75.1%-2.5pp | 67.9%+4.7pp |
| Annual return | -20.14% | -11.40%-8.7pp | 27.45%-47.6pp | -7.84%-12.3pp |
| Employer contribution / active EE | $2,335 | $2,746-14.9% | $3,635-35.7% | $2,596-10.0% |
| Participant deferral / active EE | $6,400 | $3,565+79.5% | $4,728+35.4% | $4,027+58.9% |
| Admin fee / account holder | $18,672 | $5,232+256.9% | $6,410+191.3% | $5,403+245.6% |