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 | $109,185 | $81,900+33.3% | $119,609-8.7% | $68,494+59.4% |
| Participation rate | 81.8% | 71.9%+9.9pp | 79.3%+2.6pp | 67.9%+13.9pp |
| Annual return | -20.25% | -23.82%+3.6pp | -14.97%-5.3pp | -7.84%-12.4pp |
| Employer contribution / active EE | $2,122 | $2,693-21.2% | $4,232-49.9% | $2,596-18.3% |
| Participant deferral / active EE | $3,983 | $4,148-4.0% | $5,602-28.9% | $4,027-1.1% |
| Admin fee / account holder | $5,901 | $6,582-10.3% | $10,323-42.8% | $5,403+9.2% |