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 6-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 | $99,466 | $87,013+14.3% | $106,213-6.4% | $80,856+23.0% |
| Participation rate | 97.3% | 70.4%+26.9pp | 75.3%+22.0pp | 67.6%+29.7pp |
| Annual return | -13.40% | 17.05%-30.4pp | 116.14%-129.5pp | 35.59%-49.0pp |
| Employer contribution / active EE | $3,748 | $2,395+56.5% | $3,171+18.2% | $2,755+36.1% |
| Participant deferral / active EE | $7,243 | $3,986+81.7% | $5,016+44.4% | $4,296+68.6% |
| Admin fee / account holder | $7,030 | $8,431-16.6% | $11,033-36.3% | $6,918+1.6% |