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 | $74,844 | $81,208-7.8% | $98,907-24.3% | $79,858-6.3% |
| Participation rate | 81.6% | 72.5%+9.1pp | 76.0%+5.6pp | 69.6%+11.9pp |
| Annual return | -0.54% | 60.99%-61.5pp | 196.43%-197.0pp | 31.71%-32.3pp |
| Employer contribution / active EE | $2,987 | $1,960+52.4% | $2,689+11.1% | $2,471+20.9% |
| Participant deferral / active EE | $2,626 | $3,265-19.6% | $4,244-38.1% | $3,740-29.8% |
| Admin fee / account holder | $9,738 | $6,013+62.0% | $6,642+46.6% | $5,306+83.5% |