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 | $103,286 | $71,883+43.7% | $86,677+19.2% | $68,494+50.8% |
| Participation rate | 90.2% | 72.2%+18.0pp | 76.6%+13.7pp | 67.9%+22.4pp |
| Annual return | -20.07% | 3.52%-23.6pp | 35.91%-56.0pp | -7.84%-12.2pp |
| Employer contribution / active EE | $4,450 | $2,173+104.8% | $2,836+56.9% | $2,596+71.4% |
| Participant deferral / active EE | $6,433 | $3,779+70.2% | $4,656+38.2% | $4,027+59.7% |
| Admin fee / account holder | $3,127 | $6,112-48.8% | $7,493-58.3% | $5,403-42.1% |