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 | $106,416 | $71,883+48.0% | $86,677+22.8% | $68,494+55.4% |
| Participation rate | 70.6% | 72.2%-1.6pp | 76.6%-6.0pp | 67.9%+2.7pp |
| Annual return | -19.49% | 3.52%-23.0pp | 35.91%-55.4pp | -7.84%-11.6pp |
| Employer contribution / active EE | $2,690 | $2,173+23.8% | $2,836-5.1% | $2,596+3.6% |
| Participant deferral / active EE | $4,652 | $3,779+23.1% | $4,656-0.1% | $4,027+15.5% |
| Admin fee / account holder | $4,881 | $6,112-20.1% | $7,493-34.9% | $5,403-9.7% |