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 | $137,987 | $81,900+68.5% | $119,609+15.4% | $68,494+101.5% |
| Participation rate | 88.0% | 71.9%+16.1pp | 79.3%+8.7pp | 67.9%+20.1pp |
| Annual return | -24.33% | -23.82%-0.5pp | -14.97%-9.4pp | -7.84%-16.5pp |
| Employer contribution / active EE | $10,089 | $2,693+274.6% | $4,232+138.4% | $2,596+288.6% |
| Participant deferral / active EE | $5,808 | $4,148+40.0% | $5,602+3.7% | $4,027+44.2% |
| Admin fee / account holder | $1,337 | $6,582-79.7% | $10,323-87.0% | $5,403-75.3% |