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 | $155,999 | $110,094+41.7% | $151,611+2.9% | $68,494+127.8% |
| Participation rate | 97.9% | 84.0%+14.0pp | 87.5%+10.4pp | 67.9%+30.0pp |
| Annual return | -18.52% | -10.12%-8.4pp | 3.33%-21.9pp | -7.84%-10.7pp |
| Employer contribution / active EE | $5,741 | $4,471+28.4% | $6,166-6.9% | $2,596+121.1% |
| Participant deferral / active EE | $16,413 | $6,527+151.5% | $8,363+96.2% | $4,027+307.6% |
| Admin fee / account holder | $5,279 | $7,719-31.6% | $11,616-54.6% | $5,403-2.3% |