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 | $108,746 | $56,357+93.0% | $104,294+4.3% | $68,494+58.8% |
| Participation rate | 83.3% | 63.3%+20.1pp | 73.3%+10.1pp | 67.9%+15.4pp |
| Annual return | -21.58% | -9.19%-12.4pp | 24.61%-46.2pp | -7.84%-13.7pp |
| Employer contribution / active EE | $2,865 | $1,960+46.2% | $3,372-15.0% | $2,596+10.3% |
| Participant deferral / active EE | $7,536 | $3,077+144.9% | $4,625+62.9% | $4,027+87.1% |
| Admin fee / account holder | $649 | $4,903-86.8% | $7,339-91.2% | $5,403-88.0% |